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
401
$278K 0.02%
8,818
+15
402
$277K 0.02%
3,371
+422
403
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573
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405
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406
$271K 0.02%
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407
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2,465
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408
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409
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410
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-50
411
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412
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413
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414
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1,314
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415
$259K 0.02%
2,862
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416
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417
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418
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4,689
419
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4,642
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420
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6,285
-1,357
421
$252K 0.02%
1,060
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422
$249K 0.02%
3,255
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423
$249K 0.02%
7,732
424
$248K 0.02%
6,000
+746
425
$248K 0.02%
12,699
15 16
17
18 19