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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.9M 0.43%
161,910
-1,310
52
$4.81M 0.43%
49,641
+4,073
53
$4.66M 0.41%
29,582
+697
54
$4.66M 0.41%
115,770
+9,386
55
$4.55M 0.4%
21,237
+4,287
56
$4.49M 0.4%
46,959
+3,473
57
$4.3M 0.38%
33,872
+2,056
58
$4.13M 0.37%
61,186
+3,451
59
$3.8M 0.34%
51,749
+1,351
60
$3.78M 0.33%
132,470
+5,270
61
$3.75M 0.33%
79,860
+1,115
62
$3.71M 0.33%
126,789
+11,614
63
$3.71M 0.33%
17,115
+120
64
$3.59M 0.32%
15,309
+378
65
$3.54M 0.31%
16,624
-275
66
$3.53M 0.31%
89,793
+11,848
67
$3.53M 0.31%
30,340
+11,464
68
$3.52M 0.31%
17,014
-254
69
$3.51M 0.31%
16,067
+4,719
70
$3.51M 0.31%
19,663
-1,934
71
$3.49M 0.31%
41,632
+3,092
72
$3.48M 0.31%
123,126
+8,505
73
$3.4M 0.3%
97,002
+23,833
74
$3.37M 0.3%
14,328
+831
75
$3.31M 0.29%
+56,736
1 2
3
4 5