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
376
$264K 0.02%
3,508
-2,663
377
$262K 0.02%
4,780
-190
378
$261K 0.02%
7,250
-6,844
379
$259K 0.02%
2,699
380
$258K 0.02%
+4,331
381
$258K 0.02%
+5,055
382
$257K 0.02%
3,753
+56
383
$255K 0.02%
+3,069
384
$249K 0.02%
2,062
-75
385
$249K 0.02%
2,588
-408
386
$248K 0.02%
+4,572
387
$247K 0.02%
12,013
-994
388
$245K 0.02%
+8,685
389
$245K 0.02%
2,025
390
$241K 0.02%
+8,322
391
$238K 0.02%
+5,097
392
$238K 0.02%
1,723
-222
393
$237K 0.02%
23,466
-5,126
394
$236K 0.02%
7,200
+206
395
$235K 0.02%
2,859
-95
396
$234K 0.02%
2,537
-23
397
$233K 0.02%
2,450
+7
398
$232K 0.02%
+3,211
399
$230K 0.02%
+4,058
400
$225K 0.02%
9,230
+26
14 15
16
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