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
451
$219K 0.02%
+6,167
452
$219K 0.02%
1,554
-131
453
$218K 0.02%
21,076
+45
454
$216K 0.02%
8,900
+215
455
$216K 0.02%
3,547
-151
456
$214K 0.02%
2,270
-180
457
$214K 0.02%
3,529
+76
458
$212K 0.02%
4,125
-9
459
$210K 0.02%
8,406
+40
460
$210K 0.02%
3,821
+267
461
$208K 0.02%
4,935
462
$204K 0.02%
+425
463
$202K 0.02%
+7,477
464
$201K 0.02%
+3,409
465
$200K 0.02%
7,319
+793
466
$200K 0.02%
9,835
-2,850
467
$194K 0.02%
+20,800
468
$188K 0.02%
17,232
+185
469
$173K 0.01%
22,404
+306
470
$171K 0.01%
+16,626
471
$148K 0.01%
17,145
+147
472
$143K 0.01%
+12,235
473
$136K 0.01%
12,223
-669
474
$125K 0.01%
10,087
475
$104K 0.01%
11,486
+500
17 18
19
20 21