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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$282K 0.01%
5,400
+400
302
$280K 0.01%
1,206
303
$279K 0.01%
851
-301
304
$277K 0.01%
2,995
305
$276K 0.01%
+5,376
306
$275K 0.01%
+978
307
$272K 0.01%
4,415
-313
308
$271K 0.01%
13,766
-2,161
309
$269K 0.01%
3,328
-111
310
$268K 0.01%
2,483
-166
311
$268K 0.01%
13,568
-685
312
$267K 0.01%
6,366
313
$266K 0.01%
3,787
-4,449
314
$265K 0.01%
2,539
-219
315
$262K 0.01%
1,781
+15
316
$261K 0.01%
+30,131
317
$259K 0.01%
1,737
+3
318
$258K 0.01%
+2,569
319
$258K 0.01%
6,550
320
$257K 0.01%
+4,770
321
$255K 0.01%
+1,184
322
$250K 0.01%
17,227
-733
323
$249K 0.01%
3,124
+37
324
$246K 0.01%
13,359
+30
325
$244K 0.01%
+12,191
11 12
13
14 15