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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$271K 0.03%
+1,708
352
$271K 0.03%
+3,283
353
$271K 0.03%
4,788
+8
354
$269K 0.03%
6,178
-1,218
355
$263K 0.03%
1,777
-963
356
$261K 0.03%
+4,276
357
$260K 0.03%
+5,904
358
$259K 0.03%
2,025
359
$256K 0.03%
+8,655
360
$255K 0.03%
7,935
+789
361
$255K 0.03%
+1,141
362
$254K 0.03%
+3,520
363
$254K 0.03%
+2,828
364
$252K 0.03%
+12,006
365
$249K 0.03%
+2,932
366
$248K 0.03%
8,322
367
$246K 0.03%
+6,498
368
$237K 0.03%
+3,666
369
$236K 0.03%
+9,214
370
$234K 0.03%
+1,287
371
$231K 0.03%
+5,027
372
$231K 0.03%
4,296
-2,958
373
$225K 0.03%
+2,870
374
$225K 0.03%
+2,609
375
$222K 0.03%
+1,607
13 14
15
16 17