FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$470K 0.03%
5,879
+125
227
$467K 0.03%
104,040
-264,720
228
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9,152
-1,123
229
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3,469
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230
$438K 0.03%
2,893
-1,619
231
$435K 0.03%
30,591
232
$429K 0.03%
5,963
233
$428K 0.03%
29,667
-6,925
234
$416K 0.02%
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235
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236
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14,104
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237
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238
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239
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16,160
240
$384K 0.02%
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241
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1,073
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242
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25,142
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$369K 0.02%
17,486
244
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12,382
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245
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-21,441
246
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-13,684
247
$357K 0.02%
3,372
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248
$353K 0.02%
2,857
-5,070
249
$349K 0.02%
3,309
250
$346K 0.02%
5,433
-22,227
8 9
10
11 12