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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$338K 0.02%
21,609
-664
277
$338K 0.02%
20,943
+6,047
278
$336K 0.02%
3,110
279
$335K 0.02%
2,534
-4,877
280
$330K 0.02%
1,649
+481
281
$330K 0.02%
27,744
-3,130
282
$330K 0.02%
8,809
-8,330
283
$328K 0.02%
38,648
+25
284
$326K 0.02%
522
285
$323K 0.02%
+665
286
$322K 0.01%
5,063
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287
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288
$316K 0.01%
2,017
-4,898
289
$315K 0.01%
2,748
290
$313K 0.01%
+3,123
291
$309K 0.01%
21,265
-1,385
292
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2,323
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293
$303K 0.01%
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-375
294
$302K 0.01%
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295
$300K 0.01%
7,132
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296
$299K 0.01%
+2,145
297
$297K 0.01%
4,646
298
$291K 0.01%
6,599
-1,174
299
$291K 0.01%
+2,627
300
$290K 0.01%
2,428
-22
10 11
12
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