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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$294K 0.03%
10,216
+954
352
$292K 0.03%
7,326
-719
353
$291K 0.03%
1,420
+2
354
$288K 0.03%
1,150
355
$288K 0.03%
+3,343
356
$286K 0.03%
12,626
+68
357
$285K 0.03%
5,153
-516
358
$283K 0.03%
2,800
+303
359
$282K 0.03%
8,126
+312
360
$281K 0.02%
1,983
+157
361
$277K 0.02%
2,763
-238
362
$277K 0.02%
+9,360
363
$274K 0.02%
8,131
-1,826
364
$274K 0.02%
2,450
365
$274K 0.02%
3,508
+128
366
$273K 0.02%
7,961
367
$271K 0.02%
+1,356
368
$270K 0.02%
2,133
-45
369
$268K 0.02%
1,744
+1
370
$267K 0.02%
10,249
-1,216
371
$267K 0.02%
7,864
+384
372
$266K 0.02%
7,396
+790
373
$266K 0.02%
+5,710
374
$266K 0.02%
1,656
+401
375
$265K 0.02%
13,400
+2,767
13 14
15
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