We are live on ! Find out more
FFN

Focus Financial Network Portfolio holdings

AUM $2.79B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
-$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.4M
3
+$11.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.1M

Top Sells

1
+$45.7M
2
+$29.2M
3
+$28.8M
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$27.3M
5
MSFT icon
Microsoft
MSFT
+$27.3M

Sector Composition

1 Technology 14.3%
2 Consumer Discretionary 3.72%
3 Healthcare 3.17%
4 Financials 2.98%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-2,404
727
– –
-3,285
728
– –
-30,052
729
– –
-958
730
– –
-14,920
731
– –
-19,005
732
– –
-6,694
733
– –
-324,625
734
– –
-887
735
– –
-2,320
736
– –
-6,910
737
– –
-35,528
738
– –
-6,255
739
– –
-2,834
740
– –
-16,666
741
– –
-3,483
742
– –
-10,443
743
– –
-61,133
744
– –
-69,984
745
– –
-23,831
746
– –
-10,272
747
– –
-138,911
748
– –
-6,984
749
– –
-10,974
750
– –
-2,522
28 29
30
31 32