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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$502K 0.02%
14,800
227
$501K 0.02%
9,290
-151
228
$500K 0.02%
12,431
229
$499K 0.02%
4,376
230
$489K 0.02%
6,755
-2,062
231
$489K 0.02%
950
-791
232
$488K 0.02%
1,221
-1,044
233
$484K 0.02%
3,824
+225
234
$482K 0.02%
+7,617
235
$479K 0.02%
7,735
-9,989
236
$479K 0.02%
15,202
237
$472K 0.02%
9,861
-2,844
238
$467K 0.02%
880
-1,225
239
$462K 0.02%
13,427
-11,533
240
$461K 0.02%
2,650
+125
241
$453K 0.02%
2,923
-1,384
242
$451K 0.02%
12,938
-2,765
243
$443K 0.02%
4,554
-1,240
244
$437K 0.02%
11,591
-9,969
245
$412K 0.02%
7,850
-280
246
$403K 0.02%
9,026
-12,028
247
$403K 0.02%
2,973
+748
248
$399K 0.02%
4,426
-1,550
249
$397K 0.02%
1,450
-1,131
250
$394K 0.02%
2,513
-40
8 9
10
11 12