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
601
$252K 0.01%
2,284
-2,584
602
$249K 0.01%
5,010
-120
603
$246K 0.01%
11,529
+1,095
604
$246K 0.01%
233
-40
605
$245K 0.01%
+1,197
606
$243K 0.01%
2,680
-1,124
607
$243K 0.01%
1,310
608
$242K 0.01%
7,149
+321
609
$241K 0.01%
+631
610
$240K 0.01%
865
-769
611
$239K 0.01%
6,010
612
$239K 0.01%
2,149
+4
613
$239K 0.01%
+10,138
614
$238K 0.01%
1,655
+3
615
$237K 0.01%
2,059
-1,985
616
$237K 0.01%
+2,359
617
$235K 0.01%
1,863
+206
618
$233K 0.01%
3,525
-589
619
$232K 0.01%
5,138
620
$232K 0.01%
+518
621
$231K 0.01%
1,882
+151
622
$229K 0.01%
+4,224
623
$229K 0.01%
+5,983
624
$228K 0.01%
5,986
+28
625
$228K 0.01%
3,904
23 24
25
26 27