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
176
$2.1M 0.08%
19,077
+2,301
177
$2.09M 0.08%
4,902
-35
178
$2.07M 0.08%
11,372
-972
179
$2.03M 0.08%
22,787
+195
180
$2.02M 0.08%
38,616
+405
181
$2.01M 0.08%
9,326
+6,896
182
$2M 0.08%
53,456
-12,154
183
$1.96M 0.08%
14,871
-133
184
$1.94M 0.08%
3,732
-52
185
$1.93M 0.08%
80,589
-2,529
186
$1.92M 0.08%
7,976
-271
187
$1.9M 0.08%
7,918
-7,027
188
$1.89M 0.08%
+72,438
189
$1.89M 0.07%
43,264
+765
190
$1.87M 0.07%
9,079
191
$1.83M 0.07%
9,946
-2,045
192
$1.81M 0.07%
42,061
+5,996
193
$1.8M 0.07%
10,798
+287
194
$1.8M 0.07%
31,341
-29,996
195
$1.79M 0.07%
3,142
-260
196
$1.78M 0.07%
60,896
+75
197
$1.77M 0.07%
43,992
198
$1.75M 0.07%
28,038
+658
199
$1.74M 0.07%
5,877
+48
200
$1.73M 0.07%
7,534
+43
6 7
8
9 10