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
201
$907K 0.07%
196,643
+1,321
202
$906K 0.07%
3,523
+111
203
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22,308
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204
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26,200
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206
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11,441
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207
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208
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211
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212
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213
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40,892
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214
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215
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216
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219
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36,461
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221
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32,027
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222
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30,280
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223
$821K 0.07%
9,620
-297
224
$821K 0.07%
16,443
-5,053
225
$819K 0.07%
28,737
7 8
9
10 11