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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$259K 0.04%
+2,604
302
$258K 0.04%
+6,378
303
$258K 0.04%
+6,008
304
$256K 0.04%
+14,582
305
$255K 0.04%
+5,731
306
$254K 0.04%
+6,744
307
$252K 0.04%
+2,366
308
$251K 0.04%
+12,505
309
$251K 0.04%
+3,268
310
$250K 0.04%
+3,128
311
$250K 0.04%
+7,810
312
$248K 0.04%
+5,314
313
$248K 0.04%
+6,725
314
$248K 0.04%
+9,211
315
$246K 0.04%
+3,110
316
$244K 0.04%
+2,658
317
$242K 0.04%
+10,926
318
$242K 0.04%
+2,674
319
$242K 0.04%
+2,018
320
$238K 0.04%
+1,858
321
$235K 0.04%
+2,853
322
$233K 0.04%
+2,065
323
$232K 0.04%
+3,353
324
$231K 0.04%
+5,594
325
$228K 0.04%
+2,577
11 12
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