FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+3.97%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$855M
AUM Growth
-$274M
(-24%)
Cap. Flow
-$303M
Cap. Flow
% of AUM
-35.43%
Top 10 Holdings %
Top 10 Hldgs %
33.34%
Holding
571
New
145
Increased
157
Reduced
90
Closed
175
Top Buys
| 1 |
Apple
AAPL
|
+$28.4M |
| 2 |
Amazon
AMZN
|
+$14.3M |
| 3 |
3M
MMM
|
+$13.9M |
| 4 |
JPMorgan Chase
JPM
|
+$13.8M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$9.39M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$56.1M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$52.7M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$36.5M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$23.2M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$21.3M |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Consumer Discretionary | 9.7% |
| 3 | Industrials | 8.34% |
| 4 | Healthcare | 6.65% |
| 5 | Financials | 5.97% |
