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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$78.4M
2 +$77.5M
3 +$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1 +$12.8M
2 +$10.6M
3 +$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$582K 0.04%
+34,008
277
$582K 0.04%
5,372
-856
278
$580K 0.04%
+10,587
279
$576K 0.04%
6,834
-2,597
280
$565K 0.04%
2,210
+217
281
$564K 0.04%
+10,066
282
$560K 0.04%
+2,684
283
$559K 0.04%
+12,166
284
$555K 0.04%
3,629
-7,349
285
$552K 0.04%
+18,091
286
$552K 0.04%
+8,019
287
$550K 0.04%
+8,740
288
$548K 0.04%
7,760
+4,272
289
$545K 0.04%
+16,528
290
$543K 0.04%
+18,060
291
$543K 0.04%
+5,180
292
$538K 0.04%
5,037
-1,202
293
$538K 0.04%
+1,782
294
$529K 0.04%
1
-1
295
$525K 0.04%
6,792
-7,281
296
$523K 0.04%
6,683
-24,405
297
$521K 0.04%
682
-233
298
$519K 0.04%
+1,950
299
$518K 0.04%
2,947
+1,670
300
$518K 0.04%
5,187
-546