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
$1.07B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.9M
3
+$7.62M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.52M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.73M

Top Sells

1
+$6.27M
2
+$5.02M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.65M
5
SCHD icon
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 3.06%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$222K 0.02%
1,757
+18
402
$221K 0.02%
+2,178
403
$220K 0.02%
5,579
-1,716
404
$219K 0.02%
7,480
+77
405
$218K 0.02%
+3,697
406
$217K 0.02%
+2,954
407
$216K 0.02%
2,699
408
$215K 0.02%
+8,347
409
$215K 0.02%
3,380
+2
410
$215K 0.02%
+3,432
411
$214K 0.02%
+2,137
412
$214K 0.02%
+1,001
413
$214K 0.02%
+6,606
414
$213K 0.02%
2,261
+87
415
$212K 0.02%
3,497
-89
416
$208K 0.02%
+1,255
417
$208K 0.02%
+9,204
418
$207K 0.02%
+6,994
419
$206K 0.02%
+1,419
420
$206K 0.02%
2,443
-563
421
$206K 0.02%
+5,713
422
$205K 0.02%
3,568
-824
423
$204K 0.02%
+4,142
424
$204K 0.02%
+1,080
425
$203K 0.02%
+2,162
15 16
17
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