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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.84M 0.27%
57,242
+53,458
77
$3.81M 0.27%
28,315
+26,041
78
$3.81M 0.27%
17,173
-20,977
79
$3.68M 0.26%
33,990
+20,377
80
$3.44M 0.24%
+105,257
81
$3.41M 0.24%
+63,268
82
$3.38M 0.24%
73,260
+59,351
83
$3.35M 0.23%
+87,019
84
$3.3M 0.23%
63,743
-11,951
85
$3.25M 0.23%
+174,712
86
$3.22M 0.22%
+95,130
87
$3.15M 0.22%
17,764
-6,868
88
$3.13M 0.22%
+72,791
89
$3.12M 0.22%
117,595
-193,310
90
$3.09M 0.22%
10,758
+8,590
91
$3.02M 0.21%
17,967
-4,880
92
$2.97M 0.21%
19,426
-2,105
93
$2.94M 0.2%
15,095
-40,099
94
$2.93M 0.2%
24,525
+6,060
95
$2.91M 0.2%
21,207
+19,048
96
$2.89M 0.2%
59,557
-78,400
97
$2.88M 0.2%
15,060
-2,477
98
$2.87M 0.2%
+54,752
99
$2.78M 0.19%
41,069
-8,448
100
$2.73M 0.19%
9,125
-20,265
2 3
4
5 6