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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.02%
31,704
252
$413K 0.02%
30,591
253
$409K 0.02%
+1,694
254
$408K 0.02%
+9,250
255
$405K 0.02%
17,227
-2,406
256
$401K 0.02%
+7,809
257
$401K 0.02%
+18,516
258
$394K 0.02%
6,390
-868
259
$392K 0.02%
2,705
+3
260
$388K 0.02%
15,301
261
$386K 0.02%
59,220
+500
262
$377K 0.02%
3,820
+485
263
$366K 0.02%
+33,543
264
$365K 0.02%
+11,986
265
$365K 0.02%
5,860
-132
266
$362K 0.02%
12,382
267
$352K 0.02%
5,983
+49
268
$352K 0.02%
6,188
-300
269
$352K 0.02%
2,130
+305
270
$349K 0.02%
+12,483
271
$349K 0.02%
+1,060
272
$349K 0.02%
25,974
+1,140
273
$346K 0.02%
6,986
+1,118
274
$345K 0.02%
23,060
275
$342K 0.02%
3,660
-47
9 10
11
12 13