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
201
$1.71M 0.07%
8,467
-1,393
202
$1.7M 0.07%
10,491
+3,915
203
$1.68M 0.07%
14,282
+5,373
204
$1.67M 0.07%
16,059
-25
205
$1.67M 0.07%
8,078
+17
206
$1.67M 0.07%
23,033
-4,100
207
$1.66M 0.07%
31,188
-4,351
208
$1.65M 0.07%
61,957
-2,303
209
$1.65M 0.07%
8,320
+379
210
$1.63M 0.06%
7,364
+72
211
$1.62M 0.06%
6,885
+204
212
$1.62M 0.06%
37,089
+347
213
$1.62M 0.06%
18,121
+1,615
214
$1.6M 0.06%
33,015
-4,769
215
$1.59M 0.06%
27,131
+2,869
216
$1.56M 0.06%
4,423
+35
217
$1.54M 0.06%
+92,815
218
$1.51M 0.06%
8,159
+192
219
$1.5M 0.06%
6,822
+265
220
$1.5M 0.06%
13,061
+2,894
221
$1.5M 0.06%
5,063
-46
222
$1.48M 0.06%
27,285
+20,081
223
$1.47M 0.06%
36,148
+875
224
$1.46M 0.06%
29,577
-20,568
225
$1.45M 0.06%
13,168
-27
7 8
9
10 11