FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+11.17%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$889M
(+50%)
Cap. Flow
+$702M
Cap. Flow
% of AUM
26.39%
Top 10 Holdings %
Top 10 Hldgs %
31.62%
Holding
757
New
171
Increased
352
Reduced
156
Closed
47
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$37M |
| 2 |
Apple
AAPL
|
+$35M |
| 3 |
Microsoft
MSFT
|
+$27.5M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$25.5M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$23.7M |
Top Sells
Sector Composition
| 1 | Technology | 13.33% |
| 2 | Healthcare | 4.79% |
| 3 | Financials | 4.42% |
| 4 | Consumer Discretionary | 4.29% |
| 5 | Industrials | 4.19% |
