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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.23%
8,751
+3,484
102
$1.98M 0.23%
17,379
+9,501
103
$1.9M 0.22%
3,994
+1,936
104
$1.9M 0.22%
45,971
-43,822
105
$1.89M 0.22%
16,329
+4,991
106
$1.86M 0.22%
31,376
+24,664
107
$1.86M 0.22%
+88,650
108
$1.84M 0.21%
28,862
+15,012
109
$1.82M 0.21%
61,230
-71,240
110
$1.81M 0.21%
16,529
-5,719
111
$1.76M 0.21%
9,546
-2,024
112
$1.75M 0.2%
11,881
-65,872
113
$1.73M 0.2%
13,606
+7,417
114
$1.73M 0.2%
58,244
-20,133
115
$1.72M 0.2%
23,900
-12,414
116
$1.71M 0.2%
+34,859
117
$1.71M 0.2%
+20,910
118
$1.67M 0.2%
+61,957
119
$1.63M 0.19%
+25,504
120
$1.56M 0.18%
4,275
-5,268
121
$1.54M 0.18%
27,530
+9,422
122
$1.51M 0.18%
5,920
-29,135
123
$1.46M 0.17%
18,681
+10,313
124
$1.46M 0.17%
11,009
+8,697
125
$1.46M 0.17%
2,915
-6,418
3 4
5
6 7