FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+3.9%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$2.52B
AUM Growth
+$67.2M
(+2.7%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
37.6%
Holding
712
New
44
Increased
317
Reduced
262
Closed
47
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$12M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.52M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$6.86M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.27M |
| 5 |
Reddit
RDDT
|
$5.13M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.05M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$5.69M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$5.42M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$4.87M |
| 5 |
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% |
