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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.12%
12,128
-1,829
152
$1.06M 0.12%
15,096
-13,504
153
$1.06M 0.12%
+21,118
154
$1.05M 0.12%
23,136
+2,793
155
$1.05M 0.12%
+29,799
156
$1.05M 0.12%
7,389
-42,302
157
$1.05M 0.12%
4,741
+3,479
158
$1.04M 0.12%
4,710
+738
159
$1.02M 0.12%
19,525
+8,020
160
$1.01M 0.12%
7,132
+5,070
161
$1,000K 0.12%
+16,775
162
$992K 0.12%
+9,731
163
$976K 0.11%
10,031
-741
164
$969K 0.11%
15,948
+11,617
165
$955K 0.11%
22,047
+5,879
166
$938K 0.11%
11,492
+346
167
$927K 0.11%
9,399
-40,242
168
$915K 0.11%
11,844
+7,658
169
$901K 0.11%
12,087
+6,777
170
$892K 0.1%
9,946
+6,603
171
$882K 0.1%
+4,827
172
$870K 0.1%
4,595
+3,293
173
$869K 0.1%
22,048
-636
174
$865K 0.1%
10,216
+3,675
175
$863K 0.1%
+3,213
5 6
7
8 9