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
326
$430K 0.03%
8,048
-3,353
327
$428K 0.03%
1,500
-4,539
328
$427K 0.03%
8,293
-19,317
329
$424K 0.03%
7,425
-4,348
330
$420K 0.03%
2,079
+1,295
331
$419K 0.03%
+6,309
332
$410K 0.03%
+13,435
333
$406K 0.03%
3,918
-852
334
$402K 0.03%
7,747
-5,372
335
$400K 0.03%
+3,679
336
$398K 0.03%
+2,621
337
$396K 0.03%
16,056
-141,144
338
$394K 0.03%
+7,423
339
$394K 0.03%
+6,968
340
$393K 0.03%
817
-2,515
341
$390K 0.03%
+2,120
342
$388K 0.03%
1,686
+859
343
$388K 0.03%
13,203
-18,115
344
$385K 0.03%
5,369
-10,487
345
$385K 0.03%
+10,120
346
$382K 0.03%
+7,452
347
$380K 0.03%
1,852
-1,472
348
$377K 0.03%
+7,905
349
$375K 0.03%
+5,364
350
$373K 0.03%
+10,077
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