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
551
$299K 0.01%
+3,721
552
$298K 0.01%
3,501
+708
553
$297K 0.01%
3,055
-30
554
$296K 0.01%
5,475
-197
555
$295K 0.01%
3,091
-347
556
$294K 0.01%
3,856
+76
557
$292K 0.01%
+3,268
558
$292K 0.01%
9,140
+1,440
559
$292K 0.01%
4,940
+3
560
$291K 0.01%
1,627
+177
561
$289K 0.01%
2,376
-198
562
$289K 0.01%
12,111
+659
563
$289K 0.01%
3,773
-1,195
564
$285K 0.01%
1,843
+4
565
$285K 0.01%
8,217
-6,171
566
$283K 0.01%
8,674
-4,382
567
$282K 0.01%
+12,016
568
$279K 0.01%
3,921
-3,133
569
$279K 0.01%
3,452
570
$278K 0.01%
3,015
571
$277K 0.01%
+5,591
572
$277K 0.01%
6,252
+1
573
$277K 0.01%
4,702
-1,174
574
$276K 0.01%
2,872
+3
575
$276K 0.01%
1,121
+18
21 22
23
24 25