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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$659K 0.05%
11,534
+7,106
252
$640K 0.05%
5,019
-199
253
$640K 0.05%
3,876
+93
254
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24,565
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255
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256
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257
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258
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4,029
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259
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260
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261
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28,585
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263
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2,557
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264
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+19,959
265
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11,705
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266
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268
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269
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41,650
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270
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11,776
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271
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8,742
272
$548K 0.05%
8,046
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273
$534K 0.04%
6,881
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274
$533K 0.04%
11,071
+4,103
275
$531K 0.04%
5,531
+344
9 10
11
12 13