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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.28M 0.29%
9,543
-18
77
$3.18M 0.28%
49,849
+4,281
78
$3.11M 0.28%
29,789
+8,896
79
$2.96M 0.26%
68,567
+2,950
80
$2.91M 0.26%
13,696
+982
81
$2.84M 0.25%
39,259
+928
82
$2.82M 0.25%
97,212
+17,699
83
$2.82M 0.25%
15,982
+943
84
$2.76M 0.24%
10,880
-347
85
$2.69M 0.24%
49,290
+5,796
86
$2.67M 0.24%
146,071
-1,380
87
$2.64M 0.23%
9,946
-1,009
88
$2.58M 0.23%
54,699
+10,022
89
$2.54M 0.23%
43,360
+2,733
90
$2.51M 0.22%
36,314
-47,877
91
$2.51M 0.22%
81,784
+6,445
92
$2.49M 0.22%
42,300
+919
93
$2.42M 0.21%
6,421
-97
94
$2.41M 0.21%
17,331
+267
95
$2.4M 0.21%
86,889
+1,397
96
$2.36M 0.21%
49,247
+2,267
97
$2.34M 0.21%
20,592
+2,719
98
$2.27M 0.2%
69,124
+4,232
99
$2.27M 0.2%
44,050
-76,696
100
$2.25M 0.2%
33,515
+14,453
2 3
4
5 6