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
$1.8B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$12M
3
+$11.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.75M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$5.27M

Top Sells

1
+$10.6M
2
+$5.05M
3
+$4.83M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.74M
5
NOW icon
ServiceNow
NOW
+$3.88M

Sector Composition

1 Technology 12.17%
2 Healthcare 3.64%
3 Consumer Discretionary 3.22%
4 Financials 2.95%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$209K 0.01%
+6,050
552
$209K 0.01%
7,729
+16
553
$209K 0.01%
5,192
554
$208K 0.01%
+2,521
555
$206K 0.01%
4,461
+24
556
$206K 0.01%
875
-3,670
557
$206K 0.01%
+6,242
558
$205K 0.01%
3,752
-83
559
$205K 0.01%
9,732
-4
560
$205K 0.01%
6,360
+53
561
$203K 0.01%
+4,606
562
$202K 0.01%
10,532
+80
563
$202K 0.01%
4,106
-50
564
$201K 0.01%
1,265
-14
565
$201K 0.01%
1,467
566
$200K 0.01%
+4,808
567
$187K 0.01%
14,724
+286
568
$185K 0.01%
23,401
+149
569
$182K 0.01%
24,969
-3,891
570
$181K 0.01%
18,635
-582
571
$178K 0.01%
10,563
-17
572
$169K 0.01%
14,093
+2,428
573
$166K 0.01%
29,935
-4,209
574
$161K 0.01%
+11,776
575
$145K 0.01%
16,225
+4,255
21 22
23
24 25