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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$278K 0.01%
3,747
302
$273K 0.01%
10,895
-53
303
$271K 0.01%
+6,585
304
$269K 0.01%
12,397
-921
305
$267K 0.01%
1,633
-126
306
$265K 0.01%
4,942
-9
307
$261K 0.01%
2,257
-4,763
308
$260K 0.01%
2,420
+2
309
$259K 0.01%
1,753
-1,391
310
$258K 0.01%
4,300
+50
311
$257K 0.01%
+1,887
312
$254K 0.01%
6,110
313
$251K 0.01%
6,871
-89
314
$249K 0.01%
4,142
-1,588
315
$249K 0.01%
2,923
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316
$248K 0.01%
9,222
-2,933
317
$248K 0.01%
20,025
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318
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3,918
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319
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1,387
-250
320
$244K 0.01%
19,043
-6,513
321
$237K 0.01%
1,218
322
$235K 0.01%
4,020
323
$232K 0.01%
1,157
+1
324
$228K 0.01%
1,181
+59
325
$226K 0.01%
5,994
+275
11 12
13
14 15