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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$372K 0.02%
1,327
+204
277
$370K 0.02%
+6,315
278
$368K 0.02%
+2,553
279
$367K 0.02%
12,621
280
$365K 0.02%
+13,761
281
$365K 0.02%
503
+8
282
$363K 0.02%
3,556
+29
283
$360K 0.02%
1,948
+52
284
$356K 0.02%
19,851
+549
285
$355K 0.02%
26,250
-500
286
$353K 0.02%
27,055
-35,000
287
$351K 0.02%
3,100
-445
288
$351K 0.02%
11,898
+1,570
289
$347K 0.02%
+2,720
290
$347K 0.02%
4,123
291
$346K 0.02%
3,355
-9
292
$342K 0.01%
1,378
+312
293
$341K 0.01%
8,730
294
$340K 0.01%
11,121
-3,015
295
$338K 0.01%
4,960
-16
296
$338K 0.01%
961
+110
297
$334K 0.01%
2,725
298
$332K 0.01%
1,414
+310
299
$330K 0.01%
+2,529
300
$330K 0.01%
1,251
+298
10 11
12
13 14