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
351
$658K 0.03%
5,306
+1,573
352
$657K 0.03%
9,624
+31
353
$651K 0.03%
12,728
+6,221
354
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10,324
-676
355
$645K 0.03%
22,205
-762
356
$642K 0.03%
59,427
+18,301
357
$642K 0.03%
2,850
+1
358
$639K 0.03%
41,867
+5,317
359
$637K 0.03%
16,661
+543
360
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21,055
-3,223
361
$633K 0.03%
8,826
+1,221
362
$632K 0.03%
7,043
+239
363
$632K 0.03%
8,035
-190
364
$627K 0.02%
+612
365
$623K 0.02%
4,731
+192
366
$622K 0.02%
11,715
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367
$620K 0.02%
18,825
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368
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5,152
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369
$619K 0.02%
6,149
-1,639
370
$619K 0.02%
2,189
-86
371
$618K 0.02%
17,200
+4,166
372
$617K 0.02%
31,758
+3,289
373
$615K 0.02%
2,412
+5
374
$614K 0.02%
+49,766
375
$614K 0.02%
11,954
+809
13 14
15
16 17