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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 0.97%
77,753
+11,230
27
$10M 0.89%
450,456
+11,576
28
$8.56M 0.76%
93,195
+8,261
29
$8.13M 0.72%
35,055
-995
30
$7.55M 0.67%
111,198
+3,366
31
$7.08M 0.63%
31,638
-2,630
32
$7.01M 0.62%
208,508
+12,540
33
$6.79M 0.6%
101,225
+1,131
34
$6.74M 0.6%
51,825
+1,311
35
$6.5M 0.58%
83,044
+8,699
36
$6.4M 0.57%
63,420
+9,363
37
$6.34M 0.56%
49,691
+709
38
$6.16M 0.55%
31,630
-1,282
39
$6.15M 0.55%
341,532
-12,276
40
$6.1M 0.54%
240,710
+3,590
41
$5.87M 0.52%
88,634
+2,801
42
$5.79M 0.51%
63,284
+8,618
43
$5.73M 0.51%
65,340
+5,120
44
$5.49M 0.49%
186,138
-106,300
45
$5.49M 0.49%
44,069
+12,076
46
$5.48M 0.49%
138,111
+64,701
47
$5.33M 0.47%
45,268
+554
48
$5.14M 0.46%
9,333
+8,695
49
$4.95M 0.44%
64,785
+491
50
$4.92M 0.44%
56,559
+17,222
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