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
201
$529K 0.08%
+14,923
202
$517K 0.08%
+19,625
203
$508K 0.08%
+5,648
204
$508K 0.08%
+3,038
205
$506K 0.08%
+13,182
206
$498K 0.08%
+2,115
207
$494K 0.08%
+20,698
208
$491K 0.08%
+9,955
209
$485K 0.08%
+4,337
210
$482K 0.08%
+5,092
211
$480K 0.08%
+19,855
212
$476K 0.08%
+8,773
213
$476K 0.08%
+12,560
214
$469K 0.08%
+2,924
215
$468K 0.08%
+2,379
216
$456K 0.07%
+3,024
217
$450K 0.07%
+2,369
218
$450K 0.07%
+3,978
219
$446K 0.07%
+8,417
220
$442K 0.07%
+2,204
221
$441K 0.07%
+9,537
222
$434K 0.07%
+5,930
223
$433K 0.07%
+2,741
224
$431K 0.07%
+10,368
225
$426K 0.07%
+5,086
7 8
9
10 11