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
401
$224K 0.02%
4,123
-899
402
$223K 0.02%
+8,965
403
$221K 0.02%
+1,302
404
$221K 0.02%
+7,137
405
$220K 0.02%
+4,508
406
$219K 0.02%
+3,753
407
$219K 0.02%
7,349
-7,000
408
$216K 0.02%
+7,146
409
$215K 0.02%
2,496
-11,596
410
$214K 0.02%
+5,118
411
$212K 0.02%
2,432
+270
412
$212K 0.02%
+2,050
413
$211K 0.02%
+2,892
414
$211K 0.02%
8,281
-17,636
415
$211K 0.02%
+3,966
416
$205K 0.02%
9,475
-800
417
$205K 0.02%
+1,354
418
$202K 0.02%
+1,338
419
$202K 0.02%
+5,435
420
$191K 0.02%
1,199
+464
421
$188K 0.02%
12,966
422
$166K 0.01%
16,120
+182
423
$119K 0.01%
10,087
424
$115K 0.01%
+11,314
425
$108K 0.01%
12,276
-717
15 16
17
18 19