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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$308K 0.03%
4,979
+876
377
$307K 0.03%
1,349
-151
378
$303K 0.03%
7,921
+1,003
379
$300K 0.02%
5,501
-808
380
$299K 0.02%
4,767
+224
381
$299K 0.02%
7,428
+5
382
$297K 0.02%
10,360
-8,430
383
$297K 0.02%
3,728
-42
384
$296K 0.02%
1,693
-386
385
$293K 0.02%
4,188
+411
386
$293K 0.02%
10,995
+2,180
387
$292K 0.02%
4,020
-16
388
$292K 0.02%
23,940
-1,247
389
$291K 0.02%
16,683
+676
390
$291K 0.02%
9,400
+405
391
$291K 0.02%
15,604
+1,235
392
$289K 0.02%
3,004
+439
393
$288K 0.02%
5,512
+71
394
$285K 0.02%
4,896
-1,460
395
$283K 0.02%
3,092
-141
396
$283K 0.02%
13,897
+2,284
397
$281K 0.02%
2,748
+1,010
398
$281K 0.02%
+8,914
399
$281K 0.02%
7,074
-351
400
$279K 0.02%
+4,532
14 15
16
17 18