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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.09%
8,593
+483
177
$1.02M 0.09%
4,168
+216
178
$1.01M 0.09%
4,139
-490
179
$1.01M 0.09%
14,800
+73
180
$1M 0.09%
11,843
+986
181
$997K 0.09%
10,772
+2,009
182
$994K 0.09%
10,856
-308
183
$981K 0.09%
20,343
+2,604
184
$976K 0.09%
20,277
-2,768
185
$968K 0.09%
20,684
+931
186
$941K 0.08%
4,774
+79
187
$923K 0.08%
5,308
+103
188
$915K 0.08%
18,610
-630
189
$908K 0.08%
9,590
-676
190
$887K 0.08%
11,146
+3,500
191
$884K 0.08%
16,126
+176
192
$880K 0.08%
2,478
+199
193
$873K 0.08%
5,303
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194
$870K 0.08%
6,195
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195
$868K 0.08%
3,217
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196
$866K 0.08%
13,850
+385
197
$864K 0.08%
+19,030
198
$862K 0.08%
3,008
-61
199
$858K 0.08%
23,616
+2,220
200
$856K 0.08%
2,419
+86
6 7
8
9 10