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
$745M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$9.14M
3
+$8.56M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.21M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$7.8M

Top Sells

1
+$7.69M
2
+$2.92M
3
+$2.2M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.08M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.01M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 4.81%
3 Industrials 4.1%
4 Healthcare 3.86%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.21%
29,111
+1,973
102
$1.56M 0.21%
49,732
-6,366
103
$1.55M 0.21%
7,051
-266
104
$1.53M 0.21%
80,960
-1,670
105
$1.51M 0.2%
15,721
+121
106
$1.49M 0.2%
15,555
+909
107
$1.49M 0.2%
19,446
+1,172
108
$1.48M 0.2%
44,470
+593
109
$1.45M 0.19%
65,959
-1,508
110
$1.45M 0.19%
5,091
+1,114
111
$1.43M 0.19%
7,677
-250
112
$1.41M 0.19%
29,663
+40
113
$1.4M 0.19%
65,745
-25,850
114
$1.39M 0.19%
45,977
+827
115
$1.38M 0.18%
10,449
+2,102
116
$1.37M 0.18%
14,707
-3,809
117
$1.36M 0.18%
13,859
+2,666
118
$1.28M 0.17%
41,484
-1,334
119
$1.28M 0.17%
57,248
+2,576
120
$1.25M 0.17%
23,051
-6,324
121
$1.24M 0.17%
95,770
-69,412
122
$1.23M 0.16%
4,645
-109
123
$1.22M 0.16%
74,736
-10,162
124
$1.22M 0.16%
21,282
+4,174
125
$1.22M 0.16%
28,961
+2,126
3 4
5
6 7