FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+5.71%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$2.34B
AUM Growth
+$289M
(+14%)
Cap. Flow
+$50.5M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
36.83%
Holding
674
New
48
Increased
349
Reduced
225
Closed
17
Top Buys
| 1 |
NVIDIA
NVDA
|
+$24M |
| 2 |
Broadcom
AVGO
|
+$6.29M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$5.52M |
| 4 |
Eli Lilly
LLY
|
+$4.57M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.6M |
Top Sells
| 1 |
Shopify
SHOP
|
+$13.9M |
| 2 |
UnitedHealth
UNH
|
+$4.14M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$3.99M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$3.19M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.02M |
Sector Composition
| 1 | Technology | 16.72% |
| 2 | Consumer Discretionary | 3.53% |
| 3 | Healthcare | 3.15% |
| 4 | Financials | 2.87% |
| 5 | Industrials | 2.47% |
