FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+12.68%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$2.53B
AUM Growth
+$87M
(+3.6%)
Cap. Flow
-$167M
Cap. Flow
% of AUM
-6.6%
Top 10 Holdings %
Top 10 Hldgs %
35.81%
Holding
735
New
51
Increased
362
Reduced
255
Closed
31
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.84M |
| 2 |
Reddit
RDDT
|
$5.45M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$4.56M |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
$3.36M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$3.14M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$51M |
| 2 |
NVIDIA
NVDA
|
$37.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$20.9M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.6M |
| 5 |
JPMorgan Active Bond ETF
JBND
|
$10.5M |
Sector Composition
| 1 | Technology | 17.47% |
| 2 | Consumer Discretionary | 3.68% |
| 3 | Financials | 2.95% |
| 4 | Industrials | 2.43% |
| 5 | Healthcare | 1.94% |
