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
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$975K 0.07%
+9,617
202
$965K 0.07%
+4,336
203
$963K 0.07%
13,288
-404
204
$961K 0.07%
+4,081
205
$957K 0.07%
53,606
-111,090
206
$956K 0.07%
5,762
+2,099
207
$926K 0.06%
+8,357
208
$906K 0.06%
+5,767
209
$896K 0.06%
+20,174
210
$887K 0.06%
11,058
+8,219
211
$887K 0.06%
10,719
-13,219
212
$884K 0.06%
+3,407
213
$881K 0.06%
+13,711
214
$881K 0.06%
5,318
+3,789
215
$880K 0.06%
16,569
-41,501
216
$868K 0.06%
+28,737
217
$860K 0.06%
6,776
-4,986
218
$857K 0.06%
3,412
+377
219
$855K 0.06%
+9,868
220
$853K 0.06%
4,620
-29,409
221
$839K 0.06%
+11,618
222
$835K 0.06%
3,345
+230
223
$827K 0.06%
9,757
+4,570
224
$826K 0.06%
+21,752
225
$825K 0.06%
+13,990
7 8
9
10 11