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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.37M 0.28%
101,660
+6,530
77
$3.28M 0.27%
82,262
-31,993
78
$3.22M 0.27%
93,399
+6,380
79
$3.22M 0.27%
185,544
+10,832
80
$3.21M 0.27%
25,037
+3,830
81
$3.12M 0.26%
83,347
+10,556
82
$3.12M 0.26%
41,319
+250
83
$3.09M 0.26%
9,462
-202
84
$3.08M 0.25%
106,250
+3,421
85
$3.02M 0.25%
50,084
-4,506
86
$2.99M 0.25%
26,782
-1,533
87
$2.95M 0.24%
66,502
+3,234
88
$2.79M 0.23%
19,384
-42
89
$2.74M 0.23%
30,124
-3,866
90
$2.69M 0.22%
15,452
+357
91
$2.68M 0.22%
13,599
-3,574
92
$2.65M 0.22%
17,175
-589
93
$2.64M 0.22%
54,749
-3
94
$2.61M 0.22%
17,069
+299
95
$2.59M 0.21%
30,206
+3,794
96
$2.57M 0.21%
10,393
+246
97
$2.5M 0.21%
9,121
-4
98
$2.36M 0.2%
100,507
+18,376
99
$2.36M 0.2%
60,269
+712
100
$2.31M 0.19%
10,357
-401
2 3
4
5 6