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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$391K 0.03%
5,955
-3,625
327
$391K 0.03%
7,348
328
$390K 0.03%
4,076
+200
329
$390K 0.03%
7,054
+1,133
330
$390K 0.03%
4,918
+44
331
$389K 0.03%
37,553
332
$386K 0.03%
8,583
+160
333
$386K 0.03%
8,416
-1,919
334
$382K 0.03%
4,762
+200
335
$381K 0.03%
2,079
-127
336
$381K 0.03%
13,471
+36
337
$380K 0.03%
12,995
+848
338
$379K 0.03%
9,942
+789
339
$379K 0.03%
2,120
340
$378K 0.03%
9,027
-253
341
$378K 0.03%
2,821
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342
$376K 0.03%
7,718
+25
343
$372K 0.03%
8,986
+1,081
344
$370K 0.03%
4,450
+32
345
$369K 0.03%
+11,151
346
$368K 0.03%
1,581
-105
347
$363K 0.03%
3,606
+722
348
$363K 0.03%
19,896
+204
349
$362K 0.03%
7,618
+166
350
$360K 0.03%
11,442
+528
12 13
14
15 16