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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$388K 0.02%
+10,912
477
$387K 0.02%
10,081
+2,652
478
$384K 0.02%
3,667
-292
479
$383K 0.02%
4,550
+1,871
480
$383K 0.02%
15,024
481
$382K 0.02%
12,298
482
$381K 0.02%
2,116
+18
483
$381K 0.02%
6,314
+88
484
$380K 0.02%
2,995
-337
485
$379K 0.02%
13,543
-383
486
$379K 0.02%
+6,265
487
$377K 0.02%
1,774
+11
488
$376K 0.02%
6,899
489
$374K 0.01%
3,292
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490
$373K 0.01%
1,755
-266
491
$370K 0.01%
12,593
492
$369K 0.01%
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493
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494
$367K 0.01%
7,209
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495
$366K 0.01%
1,658
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496
$366K 0.01%
1,262
+170
497
$364K 0.01%
2,230
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498
$362K 0.01%
3,313
-559
499
$360K 0.01%
8,955
-850
500
$359K 0.01%
4,421
-293
18 19
20
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