FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$9.99M
3
+$9.87M
4
SCHW icon
Charles Schwab
SCHW
+$8.85M
5
UBER icon
Uber
UBER
+$8.81M

Top Sells

1
+$15.1M
2
+$9.62M
3
+$8.1M
4
REET icon
iShares Global REIT ETF
REET
+$2.95M
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
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1,649
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281
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27,744
-3,130
282
$330K 0.02%
8,809
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283
$328K 0.02%
38,648
+25
284
$326K 0.02%
522
285
$323K 0.02%
+3,325
286
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5,063
-3,856
287
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-39
288
$316K 0.01%
2,017
-4,898
289
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2,748
290
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291
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21,265
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292
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293
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2,567
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294
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295
$300K 0.01%
7,132
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296
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+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
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