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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.26M 0.19%
45,428
+5,446
102
$2.25M 0.19%
+96,851
103
$2.25M 0.19%
15,513
+794
104
$2.17M 0.18%
104,173
-13,422
105
$2.15M 0.18%
80,190
-1,740
106
$2.12M 0.18%
15,543
-2,424
107
$2.11M 0.17%
12,667
-121
108
$2.09M 0.17%
15,262
+202
109
$2.06M 0.17%
20,483
+15,446
110
$2.06M 0.17%
23,083
+12,901
111
$2.02M 0.17%
15,316
-200
112
$2.01M 0.17%
33,896
-748
113
$2.01M 0.17%
16,903
-525
114
$1.95M 0.16%
7,022
-142
115
$1.95M 0.16%
24,379
-32,276
116
$1.94M 0.16%
62,208
-315
117
$1.91M 0.16%
55,798
-422
118
$1.91M 0.16%
75,339
-1,892
119
$1.91M 0.16%
6,189
-4
120
$1.89M 0.16%
13,767
+667
121
$1.87M 0.15%
18,816
-1,748
122
$1.82M 0.15%
23,430
-164
123
$1.79M 0.15%
10,027
+534
124
$1.74M 0.14%
5,362
-43
125
$1.73M 0.14%
18,661
+115
3 4
5
6 7