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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.24M 0.05%
46,915
-5,068
252
$1.22M 0.05%
2,740
-421
253
$1.2M 0.05%
10,779
-669
254
$1.2M 0.05%
38,063
+1,014
255
$1.19M 0.05%
6,413
-5,734
256
$1.17M 0.05%
48,010
-3,965
257
$1.16M 0.05%
10,592
-10,240
258
$1.16M 0.05%
7,968
+7
259
$1.16M 0.05%
25,131
+2,680
260
$1.15M 0.05%
2,723
-87
261
$1.15M 0.05%
3,379
-11
262
$1.15M 0.05%
18,494
+5,115
263
$1.14M 0.05%
3,870
-256
264
$1.13M 0.05%
24,492
-546
265
$1.12M 0.04%
+7,547
266
$1.11M 0.04%
19,703
-651
267
$1.1M 0.04%
10,772
+808
268
$1.08M 0.04%
3,238
-1,028
269
$1.08M 0.04%
4,739
-145
270
$1.06M 0.04%
4,359
-3,070
271
$1.05M 0.04%
26,791
+2,700
272
$1.05M 0.04%
7,966
-25
273
$1.04M 0.04%
7,901
-87
274
$1.04M 0.04%
30,321
-638
275
$1.04M 0.04%
13,695
-2,010
9 10
11
12 13