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FFN

Focus Financial Network Portfolio holdings

AUM $2.79B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$12.2M
2
+$7.64M
3
+$6.94M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.53M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.11M

Top Sells

1
+$6.21M
2
+$5.92M
3
+$5.67M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.18M

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
701
– –
-2,524
702
– –
-8,956
703
– –
-5,516
704
– –
-7,338
705
– –
-14,516
706
– –
-9,398
707
– –
-3,571
708
– –
-2,177
709
– –
-5,521
710
– –
-2,609
711
– –
-6,975
712
– –
-4,132
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