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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.82%
+87,408
27
$5M 0.8%
+88,379
28
$4.94M 0.79%
+62,035
29
$4.77M 0.76%
+58,732
30
$4.47M 0.72%
+74,198
31
$4.4M 0.7%
+11,524
32
$4.01M 0.64%
+145,387
33
$3.94M 0.63%
+33,395
34
$3.75M 0.6%
+201,142
35
$3.72M 0.6%
+76,806
36
$3.66M 0.59%
+39,997
37
$3.64M 0.58%
+33,055
38
$3.64M 0.58%
+74,935
39
$3.6M 0.58%
+24,901
40
$3.52M 0.56%
+140,168
41
$3.44M 0.55%
+767,240
42
$3.29M 0.53%
+55,900
43
$3.23M 0.52%
+23,103
44
$3.16M 0.51%
+120,290
45
$3.11M 0.5%
+119,618
46
$3.08M 0.49%
+30,955
47
$2.9M 0.47%
+48,590
48
$2.85M 0.46%
+58,997
49
$2.66M 0.43%
+34,543
50
$2.64M 0.42%
+65,421
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