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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$241K 0.02%
+4,478
452
$241K 0.02%
+2,971
453
$240K 0.02%
2,826
-20,616
454
$240K 0.02%
+2,801
455
$239K 0.02%
+7,401
456
$239K 0.02%
+989
457
$238K 0.02%
8,685
-3,416
458
$238K 0.02%
2,627
-1,286
459
$235K 0.02%
+4,034
460
$235K 0.02%
+7,669
461
$234K 0.02%
4,967
-4,145
462
$234K 0.02%
1,738
-43
463
$234K 0.02%
+1,685
464
$234K 0.02%
+4,703
465
$234K 0.02%
1,144
+80
466
$233K 0.02%
+8,002
467
$233K 0.02%
+114
468
$233K 0.02%
+1,788
469
$233K 0.02%
+2,408
470
$232K 0.02%
+3,820
471
$231K 0.02%
4,134
-8,626
472
$230K 0.02%
+4,193
473
$230K 0.02%
+8,815
474
$228K 0.02%
+5,270
475
$228K 0.02%
+4,383
17 18
19
20 21