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
1
$78.9M 5.5%
3,001,977
+2,948,322
2
$78.7M 5.48%
450,435
+218,988
3
$78.4M 5.46%
+4,191,804
4
$51.5M 3.59%
+2,894,283
5
$49.6M 3.46%
136,614
+71,369
6
$43.9M 3.06%
269,340
+154,340
7
$41.6M 2.9%
1,524,770
+1,343,200
8
$30.4M 2.12%
66,929
+37,691
9
$29.5M 2.05%
+1,238,364
10
$27.5M 1.91%
53,830
+33,044
11
$26.2M 1.83%
+1,461,987
12
$21.4M 1.49%
+297,099
13
$20.1M 1.4%
+378,734
14
$19.2M 1.34%
189,504
+182,915
15
$16.9M 1.18%
54,809
-13,949
16
$15.2M 1.06%
+265,589
17
$14.9M 1.04%
42,331
+33,999
18
$14.9M 1.04%
32,889
+1,334
19
$14.8M 1.03%
189,801
+179,828
20
$14.4M 1%
+567,870
21
$13.7M 0.95%
84,327
+69,639
22
$13M 0.91%
+403,771
23
$11.5M 0.8%
+181,247
24
$11.5M 0.8%
92,476
-3,413
25
$11.4M 0.79%
81,620
-12,540
1
2 3 4 5