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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.41%
+22,737
52
$2.51M 0.4%
+48,569
53
$2.49M 0.4%
+90,554
54
$2.45M 0.39%
+24,197
55
$2.42M 0.39%
+46,309
56
$2.38M 0.38%
+91,658
57
$2.34M 0.38%
+14,717
58
$2.29M 0.37%
+103,232
59
$2.22M 0.36%
+25,340
60
$2.21M 0.35%
+177,730
61
$2.11M 0.34%
+32,599
62
$2.06M 0.33%
+36,797
63
$2.05M 0.33%
+11,609
64
$2.04M 0.33%
+19,621
65
$1.9M 0.31%
+23,725
66
$1.9M 0.31%
+7,333
67
$1.87M 0.3%
+59,941
68
$1.84M 0.3%
+53,938
69
$1.83M 0.29%
+7,065
70
$1.8M 0.29%
+30,326
71
$1.76M 0.28%
+15,640
72
$1.7M 0.27%
+52,671
73
$1.69M 0.27%
+16,242
74
$1.68M 0.27%
+4,848
75
$1.66M 0.27%
+22,205
1 2
3
4 5