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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$962K 0.15%
+11,900
127
$946K 0.15%
+5,186
128
$933K 0.15%
+17,672
129
$933K 0.15%
+28,726
130
$923K 0.15%
+6,727
131
$918K 0.15%
+39,645
132
$914K 0.15%
+3,216
133
$914K 0.15%
+63,045
134
$907K 0.15%
+18,315
135
$905K 0.15%
+15,192
136
$891K 0.14%
+8,926
137
$885K 0.14%
+3,655
138
$869K 0.14%
+22,509
139
$867K 0.14%
+20,161
140
$862K 0.14%
+7,761
141
$856K 0.14%
+10,706
142
$855K 0.14%
+12,936
143
$853K 0.14%
+33,190
144
$843K 0.14%
+34,346
145
$836K 0.13%
+25,475
146
$828K 0.13%
+16,549
147
$824K 0.13%
+14,768
148
$793K 0.13%
+8,645
149
$787K 0.13%
+11,957
150
$777K 0.12%
+18,121
4 5
6
7 8