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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$303K 0.02%
2,565
+206
402
$301K 0.02%
+6,918
403
$300K 0.02%
+12,699
404
$300K 0.02%
+6,942
405
$299K 0.02%
+7,370
406
$298K 0.02%
+3,259
407
$297K 0.02%
+5,031
408
$288K 0.02%
+1,518
409
$288K 0.02%
+5,171
410
$288K 0.02%
5,239
-3,461
411
$288K 0.02%
+2,884
412
$286K 0.02%
2,848
-18,235
413
$285K 0.02%
+2,450
414
$284K 0.02%
+1,322
415
$282K 0.02%
12,892
-11,482
416
$281K 0.02%
+571
417
$279K 0.02%
+7,732
418
$275K 0.02%
3,960
-7,164
419
$273K 0.02%
+2,923
420
$270K 0.02%
+2,025
421
$269K 0.02%
+4,689
422
$269K 0.02%
+5,038
423
$268K 0.02%
+754
424
$268K 0.02%
+4,428
425
$266K 0.02%
+1,719
15 16
17
18 19