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Home > Institutional Investor > Focus Financial Network Inc V > Profile

Instuitional Investor - Focus Financial Network Inc V

Fund Profile
Filing Period:
Fund Name: Focus Financial Network Inc V
Portfolio Value $2,660,883,726
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 664,314 $127,900,291 4.8%
2.
Schwab Strategic Trust
 FNDF 1,467,650 $121,792,166 4.57%
3.
Ishares Trust
 IEF 225,781 $107,839,667 4.05%
4.
Schwab Strategic Trust
 FNDF 1,258,786 $95,831,386 3.6%
5.
Invesco Qqq Tr
 225,659 $92,460,604 3.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)