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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$588K 0.03%
3,986
-375
227
$587K 0.03%
23,282
+3
228
$572K 0.03%
2,715
-1,980
229
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6,830
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230
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231
$557K 0.03%
6,509
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232
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41,907
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233
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234
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9,163
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235
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236
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6,802
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237
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34,877
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238
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50,517
-15,302
239
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4,113
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240
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241
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242
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30,840
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243
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244
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6,369
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245
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2,844
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246
$513K 0.03%
18,209
247
$495K 0.02%
34,439
+4,642
248
$487K 0.02%
20,901
+6,734
249
$486K 0.02%
9,732
+406
250
$485K 0.02%
30,591
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10
11 12