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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.54M 0.11%
+29,376
152
$1.54M 0.11%
+109,791
153
$1.52M 0.11%
+35,955
154
$1.51M 0.11%
+17,391
155
$1.51M 0.11%
89,264
+49,831
156
$1.5M 0.1%
3,401
-6,076
157
$1.5M 0.1%
+24,247
158
$1.48M 0.1%
3,545
+1,634
159
$1.47M 0.1%
6,627
-8,557
160
$1.44M 0.1%
6,719
-13,440
161
$1.42M 0.1%
15,652
-12,462
162
$1.39M 0.1%
28,044
-16,440
163
$1.38M 0.1%
+22,998
164
$1.38M 0.1%
10,160
+6,814
165
$1.37M 0.1%
+33,498
166
$1.34M 0.09%
26,348
-45,445
167
$1.33M 0.09%
+8,906
168
$1.33M 0.09%
25,387
+13,481
169
$1.32M 0.09%
21,183
-9,112
170
$1.28M 0.09%
+34,055
171
$1.28M 0.09%
3,570
-3,046
172
$1.25M 0.09%
4,513
+2,043
173
$1.24M 0.09%
+24,478
174
$1.23M 0.09%
+17,118
175
$1.21M 0.08%
+26,812
5 6
7
8 9