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
$745M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.14M
3
+$8.56M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.21M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$7.8M

Top Sells

1
+$7.69M
2
+$2.92M
3
+$2.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.08M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.01M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 4.81%
3 Industrials 4.1%
4 Healthcare 3.86%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$298K 0.04%
10,233
+401
277
$297K 0.04%
3,245
-411
278
$291K 0.04%
9,270
+1,623
279
$290K 0.04%
12,606
-718
280
$290K 0.04%
659
-195
281
$288K 0.04%
4,084
-74
282
$287K 0.04%
12,233
+1,210
283
$286K 0.04%
+4,569
284
$286K 0.04%
6,024
285
$283K 0.04%
2,054
+118
286
$282K 0.04%
5,461
-4,566
287
$276K 0.04%
8,209
-21
288
$275K 0.04%
+8,432
289
$273K 0.04%
2,734
-847
290
$271K 0.04%
6,072
+68
291
$270K 0.04%
5,900
+194
292
$269K 0.04%
7,815
-3
293
$269K 0.04%
11,438
-3,004
294
$268K 0.04%
2,486
-360
295
$266K 0.04%
2,680
+659
296
$263K 0.04%
5,873
-286
297
$259K 0.03%
2,130
-5
298
$259K 0.03%
4,695
-139,385
299
$255K 0.03%
12,394
+91
300
$254K 0.03%
+1,464
10 11
12
13 14