FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$571K 0.02%
1,771
+275
227
$568K 0.02%
4,112
+1,290
228
$563K 0.02%
35,293
-4,304
229
$562K 0.02%
28,992
+10,113
230
$558K 0.02%
2,642
-955
231
$555K 0.02%
15,202
232
$554K 0.02%
+17,461
233
$552K 0.02%
2,512
-961
234
$551K 0.02%
3,200
-188
235
$550K 0.02%
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236
$540K 0.02%
2,226
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237
$537K 0.02%
7,374
-1,602
238
$533K 0.02%
+9,441
239
$525K 0.02%
+10,725
240
$516K 0.02%
191
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241
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41,131
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242
$509K 0.02%
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$508K 0.02%
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244
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245
$504K 0.02%
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246
$504K 0.02%
6,021
+1,047
247
$502K 0.02%
+4,677
248
$501K 0.02%
5,541
+467
249
$500K 0.02%
12,859
+202
250
$499K 0.02%
15,295
+2,885
8 9
10
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