FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+9.14%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$172M
(+19%)
Cap. Flow
+$95.8M
Cap. Flow
% of AUM
8.94%
Top 10 Holdings %
Top 10 Hldgs %
30.56%
Holding
458
New
71
Increased
206
Reduced
145
Closed
21
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$9.2M |
| 2 |
NVIDIA
NVDA
|
$7.9M |
| 3 |
Vanguard Total Bond Market
BND
|
$7.62M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.52M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$5.73M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$6.27M |
| 2 |
ProShares Short QQQ
PSQ
|
$5.02M |
| 3 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$4.01M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.65M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.17M |
Sector Composition
| 1 | Technology | 9.43% |
| 2 | Consumer Discretionary | 5.26% |
| 3 | Healthcare | 3.58% |
| 4 | Industrials | 3.08% |
| 5 | Financials | 2.5% |
