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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.41%
48,632
+9,373
52
$3.45M 0.4%
79,323
+10,756
53
$3.45M 0.4%
31,654
+18,178
54
$3.41M 0.4%
21,169
-61,964
55
$3.33M 0.39%
57,292
+26,312
56
$3.31M 0.39%
8,956
+6,478
57
$3.3M 0.39%
67,272
+12,573
58
$3.16M 0.37%
18,613
+12,089
59
$3.15M 0.37%
60,503
+44,704
60
$3.11M 0.36%
48,548
+23,351
61
$3.05M 0.36%
27,877
+9,815
62
$3.03M 0.35%
8,604
+2,183
63
$3.02M 0.35%
+95,692
64
$3M 0.35%
52,484
+9,124
65
$2.94M 0.34%
47,994
+5,694
66
$2.9M 0.34%
+34,239
67
$2.88M 0.34%
+54,249
68
$2.86M 0.33%
41,299
-69,899
69
$2.85M 0.33%
+43,259
70
$2.84M 0.33%
42,351
-58,874
71
$2.82M 0.33%
19,971
+6,450
72
$2.77M 0.32%
15,807
+13,923
73
$2.75M 0.32%
52,670
+27,230
74
$2.72M 0.32%
30,609
+16,157
75
$2.71M 0.32%
+20,875
1 2
3
4 5