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
576
$276K 0.01%
6,735
+850
577
$275K 0.01%
+10,000
578
$273K 0.01%
5,642
+46
579
$272K 0.01%
2,000
580
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3,585
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581
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2,815
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582
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11,457
-205
583
$270K 0.01%
9,137
-1,359
584
$268K 0.01%
4,091
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585
$266K 0.01%
5,558
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586
$266K 0.01%
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587
$263K 0.01%
2,301
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588
$261K 0.01%
21,467
+587
589
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1,297
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590
$261K 0.01%
+2,414
591
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20,735
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592
$260K 0.01%
4,315
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593
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+2,111
594
$259K 0.01%
3,012
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595
$257K 0.01%
5,166
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596
$257K 0.01%
1,406
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597
$256K 0.01%
+777
598
$254K 0.01%
2,076
+4
599
$254K 0.01%
+424
600
$253K 0.01%
4,438
+1
22 23
24
25 26