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
251
$481K 0.02%
14,827
252
$460K 0.02%
20,237
+10,465
253
$459K 0.02%
24,991
-1,428
254
$447K 0.02%
9,724
255
$447K 0.02%
8,040
+72
256
$445K 0.02%
19,840
-11,121
257
$445K 0.02%
77,917
+25,648
258
$444K 0.02%
5,963
259
$435K 0.02%
2,127
+88
260
$433K 0.02%
4,099
+591
261
$431K 0.02%
+8,158
262
$429K 0.02%
4,016
+90
263
$424K 0.02%
32,942
-4,408
264
$417K 0.02%
7,018
+208
265
$410K 0.02%
4,573
-1,351
266
$408K 0.02%
6,946
267
$389K 0.02%
12,630
+4,784
268
$388K 0.02%
12,382
269
$380K 0.02%
16,160
270
$379K 0.02%
6,034
+17
271
$373K 0.02%
5,233
-223
272
$372K 0.02%
18,579
+1,260
273
$370K 0.02%
2,031
+420
274
$369K 0.02%
5,753
+1,044
275
$367K 0.02%
4,373
+1,124
9 10
11
12 13