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
626
$225K 0.01%
5,391
-790
627
$225K 0.01%
7,174
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628
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558
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$224K 0.01%
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632
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634
$217K 0.01%
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635
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636
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637
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638
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639
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641
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642
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644
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645
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646
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3,098
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648
$203K 0.01%
3,608
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649
$202K 0.01%
9,518
+56
650
$200K 0.01%
2,780
-1,000
24 25
26
27 28