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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.19M 0.17%
24,963
-1,170
102
$4.16M 0.17%
36,078
+3,368
103
$4.13M 0.16%
60,547
+1
104
$4.12M 0.16%
225,133
+56
105
$4.1M 0.16%
36,287
-511
106
$4.1M 0.16%
38,788
-219
107
$4.06M 0.16%
44,239
+3,012
108
$4.04M 0.16%
45,464
+139
109
$3.98M 0.16%
30,775
-493
110
$3.97M 0.16%
10,931
-132
111
$3.96M 0.16%
28,749
-4,312
112
$3.94M 0.16%
69,549
+9,538
113
$3.94M 0.16%
17,457
-156
114
$3.94M 0.16%
71,138
+3,809
115
$3.93M 0.16%
20,616
-2,291
116
$3.89M 0.15%
13,406
-173
117
$3.84M 0.15%
54,835
-148
118
$3.83M 0.15%
74,090
+2,630
119
$3.81M 0.15%
173,988
+29,509
120
$3.79M 0.15%
42,309
+1,017
121
$3.73M 0.15%
112,164
+27,464
122
$3.73M 0.15%
53,125
-6,687
123
$3.6M 0.14%
39,756
+4,540
124
$3.48M 0.14%
62,847
+6,439
125
$3.46M 0.14%
118,242
+780
3 4
5
6 7