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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$78.4M
2 +$77.5M
3 +$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1 +$12.8M
2 +$10.6M
3 +$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$509K 0.04%
4,754
+2,588
302
$501K 0.03%
10,914
-9,613
303
$499K 0.03%
8,447
-25,366
304
$496K 0.03%
+11,263
305
$496K 0.03%
+7,348
306
$495K 0.03%
10,335
+6,138
307
$490K 0.03%
+3,954
308
$490K 0.03%
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309
$488K 0.03%
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310
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+8,970
311
$478K 0.03%
+1,567
312
$478K 0.03%
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313
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314
$470K 0.03%
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315
$466K 0.03%
+3,971
316
$465K 0.03%
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317
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318
$458K 0.03%
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$453K 0.03%
4,764
-9,171
320
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321
$444K 0.03%
189
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322
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9,908
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323
$441K 0.03%
4,418
-1,146
324
$440K 0.03%
+8,423
325
$434K 0.03%
+19,692