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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$221K 0.01%
778
-7,132
302
$214K 0.01%
4,146
-169
303
$213K 0.01%
2,459
-6,342
304
$213K 0.01%
+3,562
305
$213K 0.01%
2,040
-510
306
$210K 0.01%
+2,116
307
$210K 0.01%
+5,000
308
$208K 0.01%
5,200
+138
309
$207K 0.01%
+1,616
310
$202K 0.01%
30,947
+666
311
$201K 0.01%
+3,620
312
$200K 0.01%
+10,419
313
$191K 0.01%
11,402
-2,100
314
$172K 0.01%
11,000
315
$162K 0.01%
14,151
316
$161K 0.01%
11,886
-24,763
317
$161K 0.01%
17,843
318
$158K 0.01%
12,908
319
$152K 0.01%
11,628
320
$130K 0.01%
3,117
321
$116K 0.01%
19,200
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322
$102K 0.01%
1,000
323
$98K 0.01%
15,126
324
$96K 0.01%
12,568
325
$91K 0.01%
+20,871
11 12
13
14 15