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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$367K 0.02%
6,966
+900
277
$362K 0.02%
4,797
+12
278
$353K 0.02%
2,832
+82
279
$347K 0.02%
20,795
+152
280
$346K 0.02%
2,813
+130
281
$329K 0.02%
22,537
+4,920
282
$325K 0.02%
12,511
283
$325K 0.02%
29,000
284
$324K 0.02%
2,280
+310
285
$324K 0.02%
998
+79
286
$319K 0.02%
987
-2,500
287
$318K 0.02%
6,550
288
$310K 0.02%
+24,210
289
$306K 0.02%
6,013
290
$300K 0.01%
5,057
+53
291
$295K 0.01%
18,024
292
$294K 0.01%
1,844
-380
293
$294K 0.01%
4,672
+172
294
$290K 0.01%
7,689
-68
295
$290K 0.01%
6,240
-3,123
296
$288K 0.01%
1,482
+216
297
$288K 0.01%
15,146
+250
298
$287K 0.01%
6,366
299
$284K 0.01%
11,998
-3,055
300
$282K 0.01%
2,029
+100
10 11
12
13 14