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
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$312K 0.01%
1,210
-28
277
$309K 0.01%
3,555
+300
278
$299K 0.01%
2,051
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281
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282
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283
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2,907
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284
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544
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285
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286
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287
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3,580
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288
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289
$278K 0.01%
50,336
+8,614
290
$272K 0.01%
612
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291
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1,730
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292
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293
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294
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295
$264K 0.01%
911
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296
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5,828
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297
$254K 0.01%
5,797
-1,339
298
$252K 0.01%
2,364
-1,137
299
$246K 0.01%
2,309
-232
300
$245K 0.01%
1,161
+43
10 11
12
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