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
$1.77B
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$7.38M
3 +$5.84M
4
TSLA icon
Tesla
TSLA
+$3.58M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.32M

Sector Composition

1 Technology 11.78%
2 Healthcare 3.62%
3 Consumer Discretionary 3.35%
4 Financials 3.06%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14M 0.79%
257,008
-5,795
27
$13.3M 0.75%
589,281
+6,891
28
$13.1M 0.74%
79,661
+4,122
29
$12.3M 0.69%
78,759
+1,125
30
$12.2M 0.69%
162,548
+12,655
31
$12M 0.68%
579,322
+1,846
32
$11.8M 0.66%
185,070
+2,296
33
$11.3M 0.64%
85,475
-13,115
34
$10.9M 0.62%
218,611
+1,406
35
$10.7M 0.6%
81,545
-10,714
36
$10.6M 0.6%
103,041
+2,464
37
$10.3M 0.58%
128,040
+3,486
38
$9.68M 0.55%
246,765
+5,264
39
$9.38M 0.53%
129,566
+3,090
40
$9.22M 0.52%
417,036
+8,904
41
$8.31M 0.47%
21,084
+2,984
42
$8.25M 0.47%
101,879
-1,158
43
$8.2M 0.46%
90,666
+14,017
44
$8.18M 0.46%
86,266
-2,777
45
$7.96M 0.45%
56,182
-18,138
46
$7.62M 0.43%
30,466
+14,316
47
$7.46M 0.42%
31,601
+613
48
$7.44M 0.42%
438,368
+45,254
49
$7.14M 0.4%
163,262
+1,234
50
$7.01M 0.4%
139,391
-18,467