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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.2%
+24,346
102
$1.25M 0.2%
+24,162
103
$1.23M 0.2%
+43,427
104
$1.21M 0.19%
+9,859
105
$1.21M 0.19%
+22,422
106
$1.19M 0.19%
+28,080
107
$1.1M 0.18%
+86,952
108
$1.09M 0.18%
+7,007
109
$1.08M 0.17%
+15,065
110
$1.08M 0.17%
+33,833
111
$1.06M 0.17%
+38,293
112
$1.06M 0.17%
+38,284
113
$1.05M 0.17%
+42,459
114
$1.04M 0.17%
+33,581
115
$1.01M 0.16%
+8,477
116
$1.01M 0.16%
+8,853
117
$1M 0.16%
+8,190
118
$1M 0.16%
+19,054
119
$999K 0.16%
+12,850
120
$988K 0.16%
+4,178
121
$984K 0.16%
+35,136
122
$979K 0.16%
+11,428
123
$978K 0.16%
+7,217
124
$971K 0.16%
+15,693
125
$967K 0.16%
+13,002
3 4
5
6 7