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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$693K 0.08%
+9,520
202
$690K 0.08%
3,337
-28,293
203
$681K 0.08%
903
+306
204
$677K 0.08%
8,629
+4,071
205
$674K 0.08%
5,128
-3,465
206
$664K 0.08%
29,269
+9,905
207
$662K 0.08%
8,796
-9,589
208
$662K 0.08%
+15,320
209
$657K 0.08%
6,880
+1,656
210
$656K 0.08%
+6,205
211
$652K 0.08%
13,299
-4,021
212
$646K 0.08%
+10,365
213
$646K 0.08%
+7,115
214
$635K 0.07%
40,992
+1,385
215
$633K 0.07%
13,239
+6,099
216
$632K 0.07%
+5,043
217
$624K 0.07%
+12,747
218
$614K 0.07%
+49,554
219
$609K 0.07%
6,828
+2,328
220
$606K 0.07%
9,302
+2,733
221
$604K 0.07%
6,365
+1,235
222
$603K 0.07%
2,481
-995
223
$601K 0.07%
+2,067
224
$597K 0.07%
7,537
+1,865
225
$596K 0.07%
3,959
-7,461
7 8
9
10 11