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
126
$1.43M 0.17%
5,998
+3,124
127
$1.39M 0.16%
4,193
-2,396
128
$1.38M 0.16%
18,587
+10,379
129
$1.38M 0.16%
26,664
+1,118
130
$1.38M 0.16%
6,231
-1,175
131
$1.34M 0.16%
+29,413
132
$1.33M 0.16%
+8,416
133
$1.32M 0.15%
10,635
+1,199
134
$1.32M 0.15%
+75,764
135
$1.28M 0.15%
24,172
+8,046
136
$1.28M 0.15%
+22,374
137
$1.28M 0.15%
3,341
+2,527
138
$1.27M 0.15%
+9,651
139
$1.23M 0.14%
9,188
+3,350
140
$1.22M 0.14%
13,325
-9,990
141
$1.2M 0.14%
2,617
-138
142
$1.19M 0.14%
+64,467
143
$1.19M 0.14%
16,893
+8,854
144
$1.18M 0.14%
21,559
+509
145
$1.16M 0.14%
+53,892
146
$1.13M 0.13%
29,028
-31,307
147
$1.11M 0.13%
+9,759
148
$1.11M 0.13%
+21,645
149
$1.1M 0.13%
45,399
-2,166,570
150
$1.07M 0.12%
+8,487
4 5
6
7 8