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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$284K 0.02%
4,146
+31
277
$280K 0.02%
5,868
+802
278
$279K 0.02%
+10,601
279
$279K 0.02%
4,359
+109
280
$277K 0.02%
47,684
+37,615
281
$274K 0.02%
6,038
-1,185
282
$273K 0.02%
1,495
-34,419
283
$272K 0.02%
2,217
-8
284
$269K 0.02%
+981
285
$269K 0.02%
10,278
-69
286
$268K 0.02%
1,232
-4
287
$257K 0.02%
1,608
+42
288
$253K 0.02%
6,550
-6,428
289
$251K 0.01%
2,893
290
$244K 0.01%
+6,156
291
$244K 0.01%
+9,772
292
$244K 0.01%
4,343
-16,309
293
$242K 0.01%
1,985
294
$237K 0.01%
3,213
-4,471
295
$236K 0.01%
3,887
-1,219
296
$233K 0.01%
+2,237
297
$233K 0.01%
+4,506
298
$227K 0.01%
1,342
+3
299
$225K 0.01%
+4,344
300
$223K 0.01%
+2,039
10 11
12
13 14