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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$771K 0.12%
+19,905
152
$770K 0.12%
+11,355
153
$768K 0.12%
+15,154
154
$765K 0.12%
+21,764
155
$749K 0.12%
+14,865
156
$737K 0.12%
+14,797
157
$736K 0.12%
+2,686
158
$723K 0.12%
+30,057
159
$718K 0.12%
+23,873
160
$717K 0.12%
+20,110
161
$716K 0.11%
+5,539
162
$716K 0.11%
+15,353
163
$712K 0.11%
+4,436
164
$711K 0.11%
+9,638
165
$706K 0.11%
+6,795
166
$700K 0.11%
+5,186
167
$698K 0.11%
+21,641
168
$693K 0.11%
+17,894
169
$687K 0.11%
+8,597
170
$668K 0.11%
+5,767
171
$662K 0.11%
+2,207
172
$660K 0.11%
+2,708
173
$656K 0.11%
+4,213
174
$654K 0.1%
+5,041
175
$654K 0.1%
+8,711
5 6
7
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