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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.26%
+10,412
77
$1.62M 0.26%
+8,521
78
$1.62M 0.26%
+39,375
79
$1.6M 0.26%
+57,653
80
$1.6M 0.26%
+53,475
81
$1.54M 0.25%
+8,018
82
$1.53M 0.25%
+35,480
83
$1.51M 0.24%
+25,625
84
$1.49M 0.24%
+37,098
85
$1.49M 0.24%
+54,075
86
$1.49M 0.24%
+27,702
87
$1.46M 0.23%
+13,430
88
$1.46M 0.23%
+99,392
89
$1.46M 0.23%
+28,388
90
$1.45M 0.23%
+59,870
91
$1.41M 0.23%
+75,585
92
$1.4M 0.22%
+23,662
93
$1.38M 0.22%
+8,307
94
$1.37M 0.22%
+57,971
95
$1.35M 0.22%
+11,099
96
$1.32M 0.21%
+22,591
97
$1.31M 0.21%
+17,722
98
$1.3M 0.21%
+9,339
99
$1.28M 0.21%
+35,128
100
$1.27M 0.2%
+25,507
2 3
4
5 6