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
1
$29.9M 4.79%
+1,715,031
2
$27.5M 4.41%
+2,767,464
3
$25.2M 4.05%
+2,225,094
4
$23.4M 3.75%
+262,680
5
$20.3M 3.25%
+1,097,391
6
$16.5M 2.65%
+1,465,650
7
$15.3M 2.45%
+322,324
8
$14.9M 2.38%
+282,540
9
$12.4M 1.98%
+61,583
10
$11.7M 1.87%
+41,099
11
$11.1M 1.79%
+61,875
12
$10.4M 1.66%
+593,712
13
$10.1M 1.63%
+58,358
14
$9.1M 1.46%
+498,801
15
$8.43M 1.35%
+34,110
16
$8.01M 1.28%
+511,390
17
$7.46M 1.2%
+438,320
18
$7.32M 1.17%
+70,062
19
$7.12M 1.14%
+165,412
20
$6.55M 1.05%
+291,180
21
$6.42M 1.03%
+22,572
22
$6.1M 0.98%
+309,010
23
$6M 0.96%
+111,298
24
$5.83M 0.93%
+33,780
25
$5.4M 0.87%
+64,186