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
376
$607K 0.02%
5,409
+4
377
$607K 0.02%
11,898
-139
378
$605K 0.02%
11,656
+7,122
379
$604K 0.02%
+19,852
380
$602K 0.02%
25,158
+471
381
$598K 0.02%
5,610
-409
382
$598K 0.02%
7,560
-120
383
$597K 0.02%
6,787
-455
384
$593K 0.02%
5,182
+2,285
385
$592K 0.02%
12,338
-66
386
$590K 0.02%
6,491
-4
387
$589K 0.02%
12,692
+4,898
388
$587K 0.02%
15,955
-173
389
$585K 0.02%
2,157
-66
390
$571K 0.02%
15,837
+2,329
391
$569K 0.02%
13,711
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392
$565K 0.02%
12,519
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393
$564K 0.02%
2,485
-5
394
$562K 0.02%
1,967
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395
$560K 0.02%
13,592
-2,213
396
$558K 0.02%
7,464
-19,428
397
$558K 0.02%
17,744
-8,167
398
$556K 0.02%
21,120
+684
399
$552K 0.02%
1,979
-391
400
$544K 0.02%
27,420
+1,652
14 15
16
17 18