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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$648K 0.1%
+4,016
177
$641K 0.1%
+13,399
178
$632K 0.1%
+16,566
179
$619K 0.1%
+12,419
180
$616K 0.1%
+11,475
181
$604K 0.1%
+11,198
182
$603K 0.1%
+6,138
183
$595K 0.1%
+12,584
184
$588K 0.09%
+16,090
185
$586K 0.09%
+11,931
186
$578K 0.09%
+12,116
187
$576K 0.09%
+6,629
188
$574K 0.09%
+7,121
189
$573K 0.09%
+9,893
190
$570K 0.09%
+9,720
191
$556K 0.09%
+5,135
192
$556K 0.09%
+3,157
193
$555K 0.09%
+16,968
194
$554K 0.09%
+9,605
195
$543K 0.09%
+11,388
196
$540K 0.09%
+11,385
197
$536K 0.09%
+10,380
198
$533K 0.09%
+35,517
199
$532K 0.09%
+8,762
200
$532K 0.09%
+10,301
6 7
8
9 10