FFN

Focus Financial Network Portfolio holdings

AUM $2.87B
1-Year Est. Return 19.76%
This Quarter Est. Return
1 Year Est. Return
+19.76%
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
326
$326K 0.04%
+3,346
327
$323K 0.04%
10,887
-1,309
328
$320K 0.04%
+8,890
329
$315K 0.04%
+581
330
$312K 0.04%
9,898
+1,213
331
$312K 0.04%
+12,823
332
$309K 0.04%
+18,583
333
$309K 0.04%
+4,796
334
$308K 0.04%
+4,515
335
$307K 0.04%
+2,182
336
$303K 0.04%
+8,596
337
$303K 0.04%
+8,493
338
$300K 0.04%
+9,080
339
$292K 0.03%
1,464
-3,310
340
$291K 0.03%
+7,457
341
$289K 0.03%
+14,165
342
$288K 0.03%
1,526
-2,242
343
$287K 0.03%
+20,042
344
$286K 0.03%
2,403
-7,304
345
$285K 0.03%
+7,073
346
$281K 0.03%
+1,982
347
$278K 0.03%
+859
348
$278K 0.03%
3,867
+114
349
$277K 0.03%
+3,291
350
$276K 0.03%
+1,189
12 13
14
15 16