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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.67M
3 +$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$401K 0.02%
3,946
-189
252
$396K 0.01%
1,074
-126
253
$392K 0.01%
4,559
-1,446
254
$381K 0.01%
3,032
-105
255
$378K 0.01%
6,331
-1,116
256
$377K 0.01%
7,850
257
$375K 0.01%
2,174
-1,680
258
$374K 0.01%
1,279
-175
259
$370K 0.01%
1,621
-44
260
$365K 0.01%
640
261
$362K 0.01%
1,704
-619
262
$358K 0.01%
4,735
-126
263
$356K 0.01%
3,233
264
$354K 0.01%
73,617
-5,306
265
$352K 0.01%
6,261
266
$351K 0.01%
1,821
-98
267
$345K 0.01%
3,240
268
$338K 0.01%
12,387
+597
269
$333K 0.01%
3,541
-41
270
$333K 0.01%
4,352
-308
271
$331K 0.01%
5,870
272
$329K 0.01%
5,814
-492
273
$329K 0.01%
4,215
274
$329K 0.01%
+4,179
275
$327K 0.01%
571
-1