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
$2.79B
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Sells

1 +$27.6M
2 +$10.2M
3 +$6.43M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.08M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.07M

Sector Composition

1 Technology 16.5%
2 Consumer Discretionary 3.03%
3 Industrials 2.86%
4 Financials 2.59%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WSM icon
776
Williams-Sonoma
WSM
$23.6B
-1,126
ALAB icon
777
Astera Labs
ALAB
$29.6B
-1,275
XYZ
778
Block Inc
XYZ
$42.7B
-4,650
CRWV
779
CoreWeave Inc
CRWV
$62.5B
-7,825