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
$752M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.61M
3
+$1.47M
4
FSK icon
FS KKR Capital
FSK
+$1.31M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.21M

Top Sells

1
+$61.5M
2
+$47.2M
3
+$14.1M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$12.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$8.36M

Sector Composition

1 Technology 11.95%
2 Industrials 7.94%
3 Healthcare 7.43%
4 Financials 7.4%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$468K 0.06%
19,139
-1,305
277
$467K 0.06%
4,057
278
$466K 0.06%
8,502
+7
279
$464K 0.06%
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280
$461K 0.06%
13,156
-150
281
$458K 0.06%
6,545
-1,591
282
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1,520
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283
$452K 0.06%
1,904
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284
$449K 0.06%
13,850
285
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4,829
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286
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31,281
-17
287
$439K 0.06%
11,080
288
$437K 0.06%
11,877
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289
$436K 0.06%
23,297
-142
290
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7,278
291
$430K 0.06%
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292
$426K 0.06%
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293
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294
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295
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1,744
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296
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18,977
+6,971
297
$409K 0.05%
2,716
+534
298
$406K 0.05%
7,127
+74
299
$405K 0.05%
10,638
+2,042
300
$405K 0.05%
8,763
10 11
12
13 14