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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.31%
24,010
+4,930
77
$2.64M 0.31%
47,397
-32,463
78
$2.63M 0.31%
82,780
+996
79
$2.63M 0.31%
41,923
+14,791
80
$2.6M 0.3%
19,168
+1,837
81
$2.55M 0.3%
26,387
+15,531
82
$2.54M 0.3%
23,441
-69,754
83
$2.52M 0.29%
153,545
+7,474
84
$2.49M 0.29%
11,089
+1,094
85
$2.48M 0.29%
108,433
+50,385
86
$2.46M 0.29%
+49,081
87
$2.44M 0.29%
183,120
-1,273,440
88
$2.44M 0.29%
8,826
+4,230
89
$2.42M 0.28%
+47,397
90
$2.4M 0.28%
18,599
+9,436
91
$2.3M 0.27%
9,475
-5,834
92
$2.21M 0.26%
26,574
+4,167
93
$2.21M 0.26%
30,357
+23,013
94
$2.2M 0.26%
38,905
+4,339
95
$2.15M 0.25%
59,314
+6,902
96
$2.14M 0.25%
15,154
+3,824
97
$2.08M 0.24%
39,976
+7,412
98
$2.06M 0.24%
5,783
+2,801
99
$2.05M 0.24%
67,473
+1,390
100
$2.05M 0.24%
42,482
+32,192
2 3
4
5 6