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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$391K 0.05%
8,652
-10,378
302
$388K 0.05%
1,915
-4,858
303
$383K 0.04%
1,347
-313
304
$382K 0.04%
7,053
+969
305
$376K 0.04%
4,167
-2,699
306
$375K 0.04%
1,640
-29,998
307
$367K 0.04%
6,649
+171
308
$362K 0.04%
+4,450
309
$361K 0.04%
4,757
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310
$360K 0.04%
4,425
-4,199
311
$360K 0.04%
+5,086
312
$359K 0.04%
4,752
-3,695
313
$358K 0.04%
+2,160
314
$356K 0.04%
+7,278
315
$349K 0.04%
9,879
+1,748
316
$349K 0.04%
5,526
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317
$347K 0.04%
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318
$346K 0.04%
+8,065
319
$342K 0.04%
+8,763
320
$341K 0.04%
1,218
-2,950
321
$340K 0.04%
+4,014
322
$334K 0.04%
+4,374
323
$330K 0.04%
+4,991
324
$330K 0.04%
+7,780
325
$327K 0.04%
+6,499
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