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
501
$157K 0.01%
+11,358
502
$151K 0.01%
+10,986
503
$149K 0.01%
+12,966
504
$114K 0.01%
+10,087
505
$41.9K ﹤0.01%
+11,330
506
$13.5K ﹤0.01%
+21,600
507
– –
-1,341
508
– –
-10,084
509
– –
-16,765
510
– –
-5,989
511
– –
-28,300
512
– –
-3,959
513
– –
-6,026
514
– –
-1,188
515
– –
-9,136
516
– –
-48,852
517
– –
-25,464
518
– –
-6,745
519
– –
-5,645
520
– –
-11,291
521
– –
-4,759
522
– –
-13,933
523
– –
-9,113
524
– –
-980
525
– –
-588
19 20
21
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