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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$344K 0.03%
6,478
+206
327
$342K 0.03%
4,500
328
$334K 0.03%
+4,342
329
$334K 0.03%
2,358
+77
330
$333K 0.03%
3,654
-156
331
$333K 0.03%
7,140
+371
332
$329K 0.03%
11,047
-1,486
333
$327K 0.03%
21,703
-11,262
334
$326K 0.03%
5,339
-613
335
$325K 0.03%
7,613
+1,314
336
$323K 0.03%
5,864
+76
337
$323K 0.03%
1,347
-16
338
$321K 0.03%
1,262
+167
339
$320K 0.03%
1,884
+4
340
$319K 0.03%
6,084
-399
341
$310K 0.03%
+4,700
342
$309K 0.03%
814
+39
343
$306K 0.03%
4,193
-624
344
$302K 0.03%
+5,568
345
$302K 0.03%
+1,971
346
$302K 0.03%
4,300
347
$299K 0.03%
4,186
+618
348
$299K 0.03%
7,096
-2,674
349
$295K 0.03%
4,991
350
$295K 0.03%
2,093
+53
12 13
14
15 16