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
326
$228K 0.04%
+1,631
327
$225K 0.04%
+5,637
328
$225K 0.04%
+3,991
329
$225K 0.04%
+5,756
330
$224K 0.04%
+2,642
331
$223K 0.04%
+22,564
332
$221K 0.04%
+6,970
333
$221K 0.04%
+5,574
334
$220K 0.04%
+1,369
335
$220K 0.04%
+2,623
336
$220K 0.04%
+5,598
337
$218K 0.04%
+3,181
338
$217K 0.03%
+8,080
339
$217K 0.03%
+3,333
340
$216K 0.03%
+6,220
341
$213K 0.03%
+7,051
342
$213K 0.03%
+4,032
343
$212K 0.03%
+3,814
344
$211K 0.03%
+7,464
345
$211K 0.03%
+4,065
346
$209K 0.03%
+4,111
347
$208K 0.03%
+7,226
348
$207K 0.03%
+3,400
349
$207K 0.03%
+1,178
350
$206K 0.03%
+3,482
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