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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.11%
26,842
+546
152
$1.34M 0.11%
9,414
-869
153
$1.32M 0.11%
46,014
-59,243
154
$1.3M 0.11%
20,835
-1,151
155
$1.28M 0.11%
24,350
+103
156
$1.26M 0.1%
14,432
-1,436
157
$1.26M 0.1%
28,502
-874
158
$1.25M 0.1%
9,629
+723
159
$1.23M 0.1%
6,765
+46
160
$1.23M 0.1%
3,894
+324
161
$1.2M 0.1%
9,468
162
$1.19M 0.1%
27,739
+23,036
163
$1.19M 0.1%
23,734
+5,524
164
$1.18M 0.1%
15,483
-169
165
$1.18M 0.1%
17,851
+7,856
166
$1.17M 0.1%
33,009
-233,978
167
$1.17M 0.1%
104,791
+15,527
168
$1.16M 0.1%
9,850
+1,310
169
$1.16M 0.1%
28,351
-139,517
170
$1.15M 0.09%
23,184
+186
171
$1.14M 0.09%
32,866
-1,189
172
$1.13M 0.09%
+29,611
173
$1.12M 0.09%
16,016
+1,428
174
$1.11M 0.09%
10,349
+271
175
$1.11M 0.09%
+35,303
5 6
7
8 9