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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$78.4M
2 +$77.5M
3 +$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1 +$12.8M
2 +$10.6M
3 +$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$10.6M 0.74%
156,810
+146,560
27
$10.4M 0.73%
+208,644
28
$10.1M 0.7%
+266,987
29
$9.58M 0.67%
17,206
+14,043
30
$9.34M 0.65%
86,597
+71,033
31
$9.18M 0.64%
57,758
+51,950
32
$8.86M 0.62%
+102,681
33
$8.65M 0.6%
54,879
+46,625
34
$8.43M 0.59%
+402,609
35
$8.11M 0.57%
+167,868
36
$7.83M 0.55%
30,778
+29,121
37
$7.82M 0.55%
107,676
+37,767
38
$7.73M 0.54%
+102,305
39
$7.57M 0.53%
114,255
+108,483
40
$7.17M 0.5%
142,751
+137,434
41
$7.08M 0.49%
147,340
+134,281
42
$6.59M 0.46%
171,985
+152,118
43
$6.38M 0.44%
83,434
+68,348
44
$5.84M 0.41%
44,838
+40,740
45
$5.84M 0.41%
56,655
+43,356
46
$5.84M 0.41%
32,937
-59,994
47
$5.65M 0.39%
58,732
+55,749
48
$5.64M 0.39%
+307,158
49
$5.51M 0.38%
15,345
+12,660
50
$5.47M 0.38%
+52,315