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
126
$1.7M 0.15%
23,149
-1,859
127
$1.69M 0.15%
15,814
+1,343
128
$1.69M 0.15%
11,330
+690
129
$1.66M 0.15%
4,916
+326
130
$1.66M 0.15%
15,661
-5,958
131
$1.64M 0.15%
14,966
-657
132
$1.63M 0.14%
27,132
+3,696
133
$1.63M 0.14%
32,564
+5,223
134
$1.62M 0.14%
17,013
+158
135
$1.61M 0.14%
7,406
+607
136
$1.6M 0.14%
15,309
-10,234
137
$1.58M 0.14%
+130,973
138
$1.56M 0.14%
13,476
+4,970
139
$1.54M 0.14%
26,400
+3,572
140
$1.53M 0.14%
5,018
+123
141
$1.51M 0.13%
33,756
+56
142
$1.51M 0.13%
6,773
-6,275
143
$1.5M 0.13%
38,960
-1,904
144
$1.45M 0.13%
7,406
-1,504
145
$1.42M 0.13%
23,705
+2,859
146
$1.42M 0.13%
65,938
-11,266
147
$1.4M 0.12%
43,085
+8,090
148
$1.38M 0.12%
25,440
+800
149
$1.37M 0.12%
7,546
-2,271
150
$1.35M 0.12%
14,452
+8,124
4 5
6
7 8