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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$326K 0.01%
3,256
277
$323K 0.01%
6,713
+13
278
$322K 0.01%
19,967
-19,275
279
$320K 0.01%
1,860
-1,042
280
$318K 0.01%
610
-20
281
$318K 0.01%
11,596
-2,044
282
$317K 0.01%
51,988
+804
283
$315K 0.01%
10,060
+2,008
284
$313K 0.01%
5,497
-133
285
$310K 0.01%
545
+1
286
$310K 0.01%
6,419
+47
287
$310K 0.01%
1,677
+127
288
$301K 0.01%
23,934
-1,257
289
$300K 0.01%
6,270
-1,821
290
$298K 0.01%
14,065
-505
291
$296K 0.01%
7,055
292
$289K 0.01%
804
+47
293
$287K 0.01%
1,277
-171
294
$282K 0.01%
543
+3
295
$282K 0.01%
4,008
+1
296
$271K 0.01%
1,098
297
$271K 0.01%
7,526
-40
298
$270K 0.01%
2,720
-183
299
$264K 0.01%
1,330
300
$256K 0.01%
3,261
+800
10 11
12
13 14