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
126
$1.73M 0.14%
8,100
+67
127
$1.69M 0.14%
51,368
-4,403
128
$1.68M 0.14%
93,170
+36,807
129
$1.68M 0.14%
22,040
-127
130
$1.66M 0.14%
3,049
+42
131
$1.65M 0.14%
3,986
+30
132
$1.6M 0.13%
35,031
+31,057
133
$1.59M 0.13%
9,364
-197
134
$1.58M 0.13%
32,894
+25,147
135
$1.58M 0.13%
31,582
+640
136
$1.56M 0.13%
24,165
+1,718
137
$1.55M 0.13%
14,599
-450
138
$1.55M 0.13%
30,513
+6,035
139
$1.55M 0.13%
33,133
-97
140
$1.54M 0.13%
10,097
+307
141
$1.54M 0.13%
14,060
+1,200
142
$1.53M 0.13%
35,983
+1,549
143
$1.49M 0.12%
13,785
+363
144
$1.49M 0.12%
15,742
+1,851
145
$1.48M 0.12%
18,271
+880
146
$1.46M 0.12%
6,501
+406
147
$1.46M 0.12%
22,974
+1,791
148
$1.45M 0.12%
37,423
+1,468
149
$1.4M 0.12%
27,583
+1,235
150
$1.4M 0.12%
+49,155
4 5
6
7 8