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
$752M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.61M
3
+$1.47M
4
FSK icon
FS KKR Capital
FSK
+$1.31M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.21M

Top Sells

1
+$61.5M
2
+$47.2M
3
+$14.1M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$12.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$8.36M

Sector Composition

1 Technology 11.95%
2 Industrials 7.94%
3 Healthcare 7.43%
4 Financials 7.4%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$272K 0.04%
3,289
+6
352
$271K 0.04%
+6,924
353
$268K 0.04%
+8,258
354
$264K 0.04%
8,655
355
$263K 0.04%
1,251
+147
356
$263K 0.04%
8,696
-2,191
357
$262K 0.03%
3,382
-138
358
$262K 0.03%
10,230
+1,016
359
$260K 0.03%
+4,662
360
$258K 0.03%
2,871
-61
361
$257K 0.03%
+8,723
362
$255K 0.03%
7,947
+12
363
$253K 0.03%
6,178
364
$249K 0.03%
4,789
365
$244K 0.03%
7,995
-327
366
$244K 0.03%
4,914
-3,669
367
$240K 0.03%
1,553
+36
368
$239K 0.03%
3,646
+156
369
$238K 0.03%
1,265
-22
370
$236K 0.03%
+4,445
371
$236K 0.03%
4,666
372
$236K 0.03%
5,027
373
$234K 0.03%
3,786
-510
374
$233K 0.03%
+2,851
375
$232K 0.03%
2,870
13 14
15
16 17