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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.58M 0.1%
106,364
-200,394
152
$2.58M 0.1%
33,115
-591
153
$2.57M 0.1%
28,416
+419
154
$2.51M 0.1%
4,770
-328
155
$2.45M 0.1%
+25,824
156
$2.45M 0.1%
16,937
-19
157
$2.43M 0.1%
82,204
+3,496
158
$2.43M 0.1%
26,214
+1,761
159
$2.42M 0.1%
44,599
+1,606
160
$2.41M 0.1%
53,568
-795
161
$2.38M 0.09%
28,194
+1,463
162
$2.37M 0.09%
34,570
+431
163
$2.34M 0.09%
34,745
+828
164
$2.34M 0.09%
26,210
-460
165
$2.33M 0.09%
5,815
+470
166
$2.32M 0.09%
45,877
-54,205
167
$2.32M 0.09%
42,318
+2,389
168
$2.28M 0.09%
19,638
-453
169
$2.27M 0.09%
25,986
-12,305
170
$2.26M 0.09%
25,895
-2,464
171
$2.25M 0.09%
26,035
+1,805
172
$2.16M 0.09%
20,042
+316
173
$2.15M 0.09%
12,153
-885
174
$2.14M 0.08%
13,923
-175
175
$2.12M 0.08%
20,245
-259
5 6
7
8 9