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
251
$497K 0.02%
5,307
-873
252
$495K 0.02%
4,039
+377
253
$483K 0.02%
6,516
+605
254
$483K 0.02%
5,508
+130
255
$481K 0.02%
9,292
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256
$478K 0.02%
2,748
-1,984
257
$472K 0.02%
+4,049
258
$468K 0.02%
593
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259
$459K 0.02%
2,997
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260
$451K 0.02%
4,733
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261
$442K 0.02%
1,035
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262
$432K 0.02%
3,862
+1,261
263
$430K 0.02%
11,614
-1,090
264
$427K 0.02%
4,236
-420
265
$418K 0.02%
11,241
-4,236
266
$416K 0.02%
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267
$410K 0.02%
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268
$409K 0.02%
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269
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6,740
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270
$402K 0.02%
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-164
271
$392K 0.02%
5,090
+1,352
272
$383K 0.02%
3,701
-569
273
$383K 0.02%
5,249
+382
274
$377K 0.02%
1,661
+206
275
$375K 0.02%
+2,738
9 10
11
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