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
176
$1.1M 0.09%
3,650
+105
177
$1.09M 0.09%
109,539
-252
178
$1.08M 0.09%
4,434
+1,685
179
$1.07M 0.09%
19,985
-240
180
$1.06M 0.09%
14,862
+1,574
181
$1.06M 0.09%
21,381
-4,006
182
$1.05M 0.09%
+12,337
183
$1.05M 0.09%
6,492
-135
184
$1.04M 0.09%
4,242
-94
185
$1.03M 0.08%
26,954
+142
186
$1.01M 0.08%
34,215
-21,125
187
$1.01M 0.08%
8,881
+5,202
188
$988K 0.08%
4,518
+5
189
$986K 0.08%
10,737
+18
190
$985K 0.08%
26,342
-1,702
191
$977K 0.08%
5,683
+108
192
$975K 0.08%
5,768
+19
193
$967K 0.08%
22,678
+6,109
194
$961K 0.08%
18,627
+527
195
$948K 0.08%
11,529
+471
196
$946K 0.08%
29,287
+10,753
197
$944K 0.08%
6,925
+747
198
$942K 0.08%
5,187
+1,106
199
$922K 0.08%
36,457
+3,736
200
$916K 0.08%
27,445
+6,093
6 7
8
9 10