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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.29M 0.25%
28,031
+5,036
77
$6.08M 0.24%
169,554
+10,660
78
$5.9M 0.23%
68,880
+11,876
79
$5.87M 0.23%
58,302
-1,107
80
$5.57M 0.22%
94,132
+40,989
81
$5.22M 0.21%
29,815
+1,257
82
$5.16M 0.21%
38,199
-69
83
$5.16M 0.21%
112,528
-4,449
84
$5.13M 0.2%
+31,396
85
$4.81M 0.19%
11,721
+66
86
$4.75M 0.19%
82,876
+3,461
87
$4.68M 0.19%
96,841
+31,217
88
$4.66M 0.19%
124,484
+1,274
89
$4.65M 0.18%
76,809
-11,133
90
$4.62M 0.18%
7,424
-74
91
$4.57M 0.18%
31,588
-3,547
92
$4.55M 0.18%
90,484
-6,944
93
$4.52M 0.18%
187,835
+12,627
94
$4.49M 0.18%
14,222
+22
95
$4.37M 0.17%
55,581
-147
96
$4.36M 0.17%
60,601
+4,133
97
$4.32M 0.17%
18,424
-298
98
$4.26M 0.17%
46,586
+4,122
99
$4.26M 0.17%
85,752
+384
100
$4.24M 0.17%
10,900
+63
2 3
4
5 6