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
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$383K 0.01%
8,616
-68
252
$380K 0.01%
4,173
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253
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261
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20,500
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265
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4,215
273
$325K 0.01%
1,879
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274
$321K 0.01%
+8,175
275
$315K 0.01%
25,191
9 10
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