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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.94M 0.74%
212,857
+4,213
27
$8.23M 0.68%
17,305
+99
28
$8.18M 0.68%
64,324
+6,566
29
$8.01M 0.66%
256,340
+99,530
30
$7.98M 0.66%
112,025
+4,349
31
$7.82M 0.65%
84,584
-2,013
32
$7.64M 0.63%
107,448
+4,767
33
$7.36M 0.61%
410,400
+7,791
34
$7.33M 0.61%
54,571
-308
35
$7.28M 0.6%
30,924
+146
36
$7.12M 0.59%
99,625
+16,191
37
$6.85M 0.57%
157,947
+15,196
38
$6.69M 0.55%
105,241
+2,936
39
$6.07M 0.5%
148,795
+1,455
40
$6.04M 0.5%
59,435
+35,403
41
$5.79M 0.48%
32,592
-345
42
$5.38M 0.44%
45,731
+893
43
$5.1M 0.42%
50,173
+25,648
44
$5.03M 0.42%
146,140
+14,275
45
$4.92M 0.41%
57,677
+3,763
46
$4.86M 0.4%
204,458
+22,972
47
$4.84M 0.4%
91,010
+7,591
48
$4.8M 0.4%
66,455
+1,025
49
$4.56M 0.38%
56,645
-2,087
50
$4.54M 0.38%
146,794
+3,993
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