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
126
$3.37M 0.13%
31,705
-3,272
127
$3.35M 0.13%
31,099
-3,855
128
$3.34M 0.13%
28,273
-3,450
129
$3.28M 0.13%
107,315
+896
130
$3.17M 0.13%
41,864
+14,012
131
$3.14M 0.12%
9,149
+6,843
132
$3.12M 0.12%
87,385
+6,876
133
$3.1M 0.12%
53,476
+14,387
134
$3.07M 0.12%
64,223
-94
135
$3.07M 0.12%
129,628
-32
136
$3.06M 0.12%
60,537
+8,491
137
$2.98M 0.12%
63,619
+9,629
138
$2.86M 0.11%
16,080
-1,702
139
$2.78M 0.11%
34,769
-418
140
$2.75M 0.11%
21,356
-227
141
$2.74M 0.11%
14,559
+334
142
$2.73M 0.11%
97,674
-194,114
143
$2.73M 0.11%
26,404
+973
144
$2.7M 0.11%
53,108
-402
145
$2.7M 0.11%
53,171
+16,316
146
$2.67M 0.11%
10,126
-250
147
$2.63M 0.1%
30,246
+22,069
148
$2.61M 0.1%
106,671
+52,956
149
$2.61M 0.1%
59,448
+2,464
150
$2.59M 0.1%
49,850
+1,802
4 5
6
7 8