FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+13.56%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$56.8M
(+5.3%)
Cap. Flow
-$61.8M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
486
New
49
Increased
241
Reduced
120
Closed
60
Top Buys
| 1 |
ServiceNow
NOW
|
+$4.79M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.59M |
| 3 |
Amazon
AMZN
|
+$3.43M |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$3.31M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$2.9M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$27.7M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$13M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$10.7M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.2M |
| 5 |
Vanguard Total Bond Market
BND
|
+$7.62M |
Sector Composition
| 1 | Technology | 10.32% |
| 2 | Consumer Discretionary | 5.7% |
| 3 | Healthcare | 3.87% |
| 4 | Industrials | 3.64% |
| 5 | Financials | 2.89% |
