FFN

Focus Financial Network Portfolio holdings

AUM $2.87B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.32M
3
+$4.1M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$3.11M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.03M

Top Sells

1
+$47.2M
2
+$29.8M
3
+$19.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.4M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$10.3M

Sector Composition

1 Technology 17.47%
2 Consumer Discretionary 3.68%
3 Financials 2.95%
4 Industrials 2.43%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$71.8K ﹤0.01%
10,633
702
$62.1K ﹤0.01%
+11,859
703
$8.43K ﹤0.01%
677
704
$7.13K ﹤0.01%
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705
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714
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-469
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