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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$687K 0.05%
+12,519
252
$687K 0.05%
+8,481
253
$685K 0.05%
+9,235
254
$681K 0.05%
+18,534
255
$666K 0.05%
6,725
-8,066
256
$665K 0.05%
2,749
+1,842
257
$660K 0.05%
18,790
-48,030
258
$659K 0.05%
+8,777
259
$654K 0.05%
+28,785
260
$650K 0.05%
12,172
-47,430
261
$648K 0.05%
+41,489
262
$634K 0.04%
+23,794
263
$615K 0.04%
+8,742
264
$610K 0.04%
+6,763
265
$610K 0.04%
+9,280
266
$610K 0.04%
2,626
+726
267
$604K 0.04%
12,147
-14,863
268
$602K 0.04%
11,210
+1,140
269
$594K 0.04%
12,881
+6,192
270
$593K 0.04%
+7,670
271
$591K 0.04%
8,496
-1,996
272
$589K 0.04%
13,299
+8,159
273
$585K 0.04%
+18,318
274
$584K 0.04%
+3,621
275
$584K 0.04%
2,556
-1,863
9 10
11
12 13