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
401
$544K 0.02%
1,638
-559
402
$532K 0.02%
10,934
-1,189
403
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21,861
+13,484
404
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405
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3,196
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-43
407
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408
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409
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410
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-261
411
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412
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413
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414
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415
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417
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418
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11,719
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419
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10,964
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420
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12,930
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421
$486K 0.02%
14,466
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422
$481K 0.02%
1,939
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423
$480K 0.02%
2,044
+1
424
$478K 0.02%
36,760
-658
425
$476K 0.02%
280
+8
15 16
17
18 19