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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.04%
+13,178
277
$1.01M 0.04%
8,358
+574
278
$1.01M 0.04%
10,127
-57,171
279
$1M 0.04%
23,780
-712
280
$964K 0.04%
6,278
+1,731
281
$961K 0.04%
29,261
282
$960K 0.04%
5,570
+257
283
$953K 0.04%
10,853
+154
284
$952K 0.04%
8,910
-325
285
$932K 0.04%
19,053
-280
286
$931K 0.04%
21,022
+2,321
287
$921K 0.04%
14,788
-426
288
$918K 0.04%
22,948
-630
289
$910K 0.04%
+17,502
290
$898K 0.04%
25,601
-478
291
$881K 0.04%
4,551
+43
292
$881K 0.04%
17,288
+238
293
$874K 0.03%
24,344
-4,336
294
$872K 0.03%
9,554
-1,944
295
$863K 0.03%
8,667
+222
296
$862K 0.03%
+14,278
297
$858K 0.03%
21,944
-1,288
298
$857K 0.03%
8,853
+223
299
$852K 0.03%
16,558
+457
300
$849K 0.03%
2,950
-59
10 11
12
13 14