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
$683M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.18M
3
+$5.07M
4
AAPL icon
Apple
AAPL
+$3.52M
5
USB icon
US Bancorp
USB
+$2.44M

Top Sells

1
+$21.6M
2
+$20.3M
3
+$11.1M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.28M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$6.76M

Sector Composition

1 Technology 15.87%
2 Healthcare 10.54%
3 Financials 10.14%
4 Industrials 9.61%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.34M 0.49%
49,517
+3,863
52
$3.31M 0.48%
59,602
+10,884
53
$3.29M 0.48%
28,114
+500
54
$3.06M 0.45%
164,696
+63,744
55
$3.04M 0.44%
19,379
-174
56
$2.99M 0.44%
17,902
-102
57
$2.88M 0.42%
27,434
+1,279
58
$2.87M 0.42%
15,176
-120
59
$2.8M 0.41%
58,070
+15,013
60
$2.74M 0.4%
45,540
-6,750
61
$2.71M 0.4%
44,352
+14,553
62
$2.54M 0.37%
10,087
+4,618
63
$2.52M 0.37%
14,688
+1,609
64
$2.49M 0.36%
8,332
+1,990
65
$2.47M 0.36%
20,170
+2,793
66
$2.47M 0.36%
66,820
+3,440
67
$2.38M 0.35%
6,616
+237
68
$2.31M 0.34%
27,311
+10,379
69
$2.31M 0.34%
5,289
+1,150
70
$2.31M 0.34%
9,449
+98
71
$2.3M 0.34%
17,172
+2,058
72
$2.29M 0.34%
44,484
-1,202
73
$2.26M 0.33%
18,465
+326
74
$2.25M 0.33%
31,088
+430
75
$2.23M 0.33%
33,813
+2,598
1 2
3
4 5