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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.47M 0.34%
29,221
+4
52
$8.42M 0.33%
190,654
-16,104
53
$8.4M 0.33%
163,987
-6,513
54
$8.4M 0.33%
78,833
-1,369
55
$8.33M 0.33%
34,737
+594
56
$8.23M 0.33%
189,506
+21,404
57
$8.02M 0.32%
62,128
+425
58
$8.02M 0.32%
82,818
+10,288
59
$7.9M 0.31%
28,212
-180
60
$7.72M 0.31%
147,085
+16,490
61
$7.61M 0.3%
183,858
+165,783
62
$7.58M 0.3%
92,442
-1,588
63
$7.57M 0.3%
32,650
-1,815
64
$7.49M 0.3%
299,066
+1,769
65
$7.38M 0.29%
109,331
-1,059
66
$7.37M 0.29%
43,539
+10,121
67
$7.29M 0.29%
9,444
-2,430
68
$7.2M 0.29%
389,102
-26,328
69
$6.9M 0.27%
185,996
+8,044
70
$6.8M 0.27%
42,658
-12,858
71
$6.8M 0.27%
263,315
+194,507
72
$6.8M 0.27%
26,807
-139
73
$6.69M 0.27%
27,632
+1,154
74
$6.59M 0.26%
11,249
+1,728
75
$6.35M 0.25%
116,621
+2,367
1 2
3
4 5