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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 0.67%
156,674
+133,058
27
$5.7M 0.67%
33,141
+29,609
28
$5.39M 0.63%
139,238
+72,800
29
$5.32M 0.62%
130,848
-7,263
30
$5.22M 0.61%
15,331
+10,415
31
$5.03M 0.59%
23,462
+6,347
32
$4.84M 0.57%
30,250
+10,587
33
$4.73M 0.55%
+129,799
34
$4.61M 0.54%
159,451
+72,562
35
$4.57M 0.53%
88,318
+54,562
36
$4.46M 0.52%
19,225
+11,679
37
$4.43M 0.52%
143,923
+20,797
38
$4.42M 0.52%
14,992
+7,991
39
$4.27M 0.5%
28,972
+20,008
40
$4.22M 0.49%
40,820
+27,720
41
$4.17M 0.49%
75,822
+26,532
42
$4M 0.47%
21,422
+16,529
43
$3.96M 0.46%
15,549
-5,688
44
$3.93M 0.46%
37,495
+25,652
45
$3.9M 0.46%
101,669
+62,709
46
$3.74M 0.44%
49,356
+19,352
47
$3.67M 0.43%
56,290
+6,441
48
$3.64M 0.43%
49,910
-1,839
49
$3.6M 0.42%
142,634
+129,234
50
$3.57M 0.42%
18,044
+2,062
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