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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.12%
21,072
+12,744
152
$1.34M 0.12%
25,546
+353
153
$1.33M 0.12%
11,338
+1,327
154
$1.31M 0.12%
8,964
+5,523
155
$1.31M 0.12%
26,391
+9,318
156
$1.28M 0.11%
2,755
+140
157
$1.26M 0.11%
58,048
-8,663
158
$1.26M 0.11%
18,385
+1,543
159
$1.26M 0.11%
25,197
+250
160
$1.23M 0.11%
5,267
+341
161
$1.2M 0.11%
24,006
-9,174
162
$1.2M 0.11%
4,596
-521
163
$1.19M 0.11%
13,957
+1,257
164
$1.18M 0.1%
21,562
+8,921
165
$1.18M 0.1%
23,504
+2,462
166
$1.16M 0.1%
21,050
+784
167
$1.15M 0.1%
13,100
+120
168
$1.12M 0.1%
7,869
+232
169
$1.11M 0.1%
9,707
-1,068
170
$1.1M 0.1%
6,524
+264
171
$1.08M 0.1%
9,163
+77
172
$1.08M 0.1%
5,302
+3,722
173
$1.08M 0.1%
+9,436
174
$1.06M 0.09%
2,982
+395
175
$1.03M 0.09%
2,058
-1,126
5 6
7
8 9