FFN

Focus Financial Network Portfolio holdings

AUM $2.8B
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.61M
3
+$1.47M
4
FSK icon
FS KKR Capital
FSK
+$1.31M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.21M

Top Sells

1
+$61.5M
2
+$47.2M
3
+$14.1M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$12.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$8.36M

Sector Composition

1 Technology 11.95%
2 Industrials 7.94%
3 Healthcare 7.43%
4 Financials 7.4%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$539K 0.07%
6,106
-272
252
$538K 0.07%
5,092
-1,113
253
$537K 0.07%
5,564
-801
254
$536K 0.07%
20,634
-2,968
255
$518K 0.07%
15,051
+298
256
$514K 0.07%
+11,306
257
$512K 0.07%
+8,014
258
$512K 0.07%
28,110
+9,527
259
$509K 0.07%
2,101
260
$505K 0.07%
9,449
+1,967
261
$505K 0.07%
3,407
+1,800
262
$504K 0.07%
9,400
-1,449
263
$500K 0.07%
3,151
-33
264
$496K 0.07%
1,093
+9
265
$496K 0.07%
18,655
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266
$496K 0.07%
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267
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-36
268
$491K 0.07%
14,456
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269
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224
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270
$488K 0.06%
4,509
-10
271
$486K 0.06%
1,991
+23
272
$484K 0.06%
7,175
+1
273
$481K 0.06%
3,025
+291
274
$481K 0.06%
7,598
+401
275
$481K 0.06%
3,210
9 10
11
12 13