FFN

Focus Financial Network Portfolio holdings

AUM $2.87B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$26.2M
3
+$24.3M
4
AMZN icon
Amazon
AMZN
+$21.9M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$204K 0.03%
+5,322
352
$204K 0.03%
+1,287
353
$203K 0.03%
+3,180
354
$203K 0.03%
+1,229
355
$201K 0.03%
+5,961
356
$189K 0.03%
+16,276
357
$163K 0.03%
+6,579
358
$136K 0.02%
+10,568
359
$101K 0.02%
+12,432
360
$69K 0.01%
+1,742
11 12 13 14
15