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
$752M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$1.61M
3
+$1.47M
4
FSK icon
FS KKR Capital
FSK
+$1.31M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.21M

Top Sells

1
+$61.5M
2
+$47.2M
3
+$14.1M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$12.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$8.36M

Sector Composition

1 Technology 11.95%
2 Industrials 7.94%
3 Healthcare 7.43%
4 Financials 7.4%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.7M 0.36%
20,090
-785
77
$2.69M 0.36%
47,860
-688
78
$2.64M 0.35%
155,510
+1,965
79
$2.63M 0.35%
19,474
+306
80
$2.59M 0.35%
11,231
+142
81
$2.59M 0.34%
26,236
-151
82
$2.57M 0.34%
18,329
-270
83
$2.53M 0.34%
29,121
+2,547
84
$2.51M 0.33%
106,096
+17,446
85
$2.4M 0.32%
72,991
-9,789
86
$2.38M 0.32%
109,712
+1,279
87
$2.33M 0.31%
46,217
+3,735
88
$2.29M 0.3%
30,424
+67
89
$2.26M 0.3%
57,590
-1,724
90
$2.23M 0.3%
15,031
-123
91
$2.19M 0.29%
70,999
+3,526
92
$2.17M 0.29%
5,946
+163
93
$2.1M 0.28%
43,270
-17,233
94
$2.06M 0.27%
14,679
+1,073
95
$1.99M 0.26%
61,170
-60
96
$1.99M 0.26%
31,386
+10
97
$1.97M 0.26%
12,698
+817
98
$1.96M 0.26%
17,074
+545
99
$1.96M 0.26%
8,642
-109
100
$1.94M 0.26%
16,596
-783
2 3
4
5 6