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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$434K 0.02%
4,750
+769
452
$433K 0.02%
9,000
453
$431K 0.02%
1,798
-88
454
$429K 0.02%
10,160
+542
455
$429K 0.02%
10,054
-10
456
$429K 0.02%
6,105
+531
457
$425K 0.02%
2,782
-20
458
$425K 0.02%
3,036
+40
459
$421K 0.02%
3,184
-80
460
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6,369
+1,074
461
$413K 0.02%
+11,292
462
$413K 0.02%
18,167
+25
463
$406K 0.02%
20,182
-514
464
$406K 0.02%
1,644
-125
465
$405K 0.02%
22,242
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466
$404K 0.02%
2,434
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467
$403K 0.02%
3,209
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468
$403K 0.02%
18,575
-3,256
469
$402K 0.02%
14,674
+997
470
$402K 0.02%
9,314
+455
471
$400K 0.02%
5,253
+988
472
$399K 0.02%
3,610
+312
473
$397K 0.02%
9,449
+135
474
$393K 0.02%
6,770
-562
475
$393K 0.02%
1,504
17 18
19
20 21