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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$763K 0.03%
8,870
+750
327
$759K 0.03%
4,046
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328
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35,747
-1,309
329
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330
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10,621
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331
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332
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333
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334
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335
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336
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339
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343
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344
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345
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346
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1,258
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347
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12,025
+2,371
348
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8,793
+1,590
349
$664K 0.03%
13,802
350
$658K 0.03%
22,155
-555
12 13
14
15 16