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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.22M 0.2%
78,377
-16,188
102
$2.19M 0.19%
30,004
-1,230
103
$2.17M 0.19%
82,840
-1,160
104
$2.17M 0.19%
34,556
-3,409
105
$2.16M 0.19%
19,080
+6,550
106
$2.16M 0.19%
22,248
+602
107
$2.14M 0.19%
9,995
-212
108
$2.1M 0.19%
11,570
-172
109
$2.02M 0.18%
6,589
-714
110
$2.01M 0.18%
66,438
-1,824
111
$1.98M 0.18%
66,083
+3,639
112
$1.98M 0.18%
23,315
+340
113
$1.96M 0.17%
34,566
+748
114
$1.95M 0.17%
17,500
+591
115
$1.94M 0.17%
4,609
-38
116
$1.93M 0.17%
18,062
+1,046
117
$1.93M 0.17%
52,412
+7,269
118
$1.92M 0.17%
28,600
-38,792
119
$1.91M 0.17%
7,001
+822
120
$1.86M 0.16%
22,407
-880
121
$1.82M 0.16%
60,335
+1,636
122
$1.82M 0.16%
30,980
+96
123
$1.78M 0.16%
30,715
+3,870
124
$1.73M 0.15%
13,521
-1,606
125
$1.73M 0.15%
11,420
+2,665
3 4
5
6 7