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
426
$247K 0.02%
2,952
-146
427
$247K 0.02%
1,239
428
$247K 0.02%
3,246
+863
429
$246K 0.02%
9,008
-124
430
$245K 0.02%
2,865
+7
431
$245K 0.02%
114
432
$244K 0.02%
7,905
-200
433
$243K 0.02%
1,717
-2
434
$241K 0.02%
2,362
+380
435
$240K 0.02%
14,337
+1,564
436
$239K 0.02%
2,584
+6
437
$238K 0.02%
9,580
+1,578
438
$238K 0.02%
5,468
+99
439
$238K 0.02%
10,224
+117
440
$237K 0.02%
2,228
-1,179
441
$236K 0.02%
17,012
+2,961
442
$236K 0.02%
2,183
+69
443
$230K 0.02%
+1,367
444
$230K 0.02%
2,984
+61
445
$228K 0.02%
4,363
+170
446
$228K 0.02%
12,181
-2,281
447
$227K 0.02%
4,034
448
$226K 0.02%
3,934
-820
449
$224K 0.02%
5,081
+114
450
$221K 0.02%
+11,683
16 17
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