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
501
$358K 0.01%
953
-95
502
$357K 0.01%
9,501
+1,342
503
$354K 0.01%
8,976
+18
504
$353K 0.01%
6,633
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505
$351K 0.01%
8,108
506
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+2,785
507
$351K 0.01%
11,672
508
$350K 0.01%
13,960
+250
509
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5,862
-322
510
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11,211
+40
511
$347K 0.01%
7,608
-1,117
512
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1,630
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513
$344K 0.01%
1,193
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514
$340K 0.01%
2,888
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515
$339K 0.01%
476
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516
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517
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7,757
518
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519
$333K 0.01%
10,753
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520
$331K 0.01%
10,449
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521
$331K 0.01%
1,804
-1,368
522
$330K 0.01%
5,815
-224
523
$329K 0.01%
8,618
524
$327K 0.01%
3,463
-390
525
$327K 0.01%
4,834
19 20
21
22 23