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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$306K 0.05%
+5,265
277
$303K 0.05%
+7,200
278
$302K 0.05%
+4,216
279
$302K 0.05%
+13,895
280
$300K 0.05%
+10,401
281
$299K 0.05%
+6,024
282
$297K 0.05%
+8,297
283
$296K 0.05%
+2,918
284
$295K 0.05%
+2,298
285
$295K 0.05%
+6,089
286
$286K 0.05%
+1,503
287
$286K 0.05%
+3,127
288
$282K 0.05%
+1,610
289
$281K 0.05%
+1,936
290
$273K 0.04%
+10,965
291
$273K 0.04%
+6,816
292
$270K 0.04%
+5,407
293
$269K 0.04%
+4,340
294
$268K 0.04%
+6,211
295
$264K 0.04%
+2,493
296
$264K 0.04%
+6,846
297
$263K 0.04%
+7,368
298
$263K 0.04%
+11,609
299
$262K 0.04%
+2,119
300
$260K 0.04%
+3,633
10 11
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