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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$450K 0.05%
3,810
-11,851
277
$448K 0.05%
2,025
-14,989
278
$447K 0.05%
7,174
+3,208
279
$443K 0.05%
11,078
-288
280
$442K 0.05%
+4,892
281
$441K 0.05%
13,306
+379
282
$439K 0.05%
+4,057
283
$437K 0.05%
13,850
+2,526
284
$428K 0.05%
1,142
-2,075
285
$425K 0.05%
+8,583
286
$425K 0.05%
+18,135
287
$420K 0.05%
31,298
+9,595
288
$417K 0.05%
1,968
-1,078
289
$412K 0.05%
7,905
+2,337
290
$410K 0.05%
3,416
-40,653
291
$410K 0.05%
12,606
+5,356
292
$405K 0.05%
+4,125
293
$401K 0.05%
+1,250
294
$395K 0.05%
2,636
+892
295
$395K 0.05%
+7,482
296
$394K 0.05%
+11,080
297
$394K 0.05%
2,734
+1,011
298
$392K 0.05%
1,761
-12,567
299
$392K 0.05%
1,760
+340
300
$391K 0.05%
+12,431
10 11
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