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
$2.45B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.78M
3
+$4.98M
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$4.2M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$4.14M

Top Sells

1
+$66.8M
2
+$5.53M
3
+$2.83M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.72M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.29M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 3.46%
3 Healthcare 3.02%
4 Financials 2.76%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$218K 0.01%
+2,207
627
$218K 0.01%
7,338
628
$218K 0.01%
3,571
-446
629
$218K 0.01%
+5,885
630
$215K 0.01%
2,609
631
$215K 0.01%
15,912
+1,127
632
$214K 0.01%
+6,175
633
$213K 0.01%
1,731
634
$212K 0.01%
7,933
+313
635
$212K 0.01%
3,088
-261
636
$212K 0.01%
+1,657
637
$212K 0.01%
1,907
-228
638
$211K 0.01%
+4,178
639
$211K 0.01%
253
-29
640
$210K 0.01%
+6,223
641
$210K 0.01%
+5,516
642
$209K 0.01%
2,398
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643
$208K 0.01%
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644
$207K 0.01%
9,462
-6
645
$206K 0.01%
6,521
646
$206K 0.01%
23,632
+370
647
$205K 0.01%
11,302
648
$205K 0.01%
20,239
+188
649
$204K 0.01%
1,254
+3
650
$203K 0.01%
+8,377
24 25
26
27 28