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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$326K 0.01%
+7,146
302
$324K 0.01%
5,196
303
$324K 0.01%
1,134
+30
304
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+6,021
305
$322K 0.01%
3,187
-1,024
306
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1,709
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307
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4,215
308
$318K 0.01%
+1,600
309
$317K 0.01%
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310
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2,393
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311
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312
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313
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20,690
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314
$308K 0.01%
4,609
-2,220
315
$303K 0.01%
625
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316
$300K 0.01%
1,468
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2,300
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321
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322
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1,532
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$287K 0.01%
1,482
-1,237
324
$287K 0.01%
1,936
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325
$287K 0.01%
825
+30
11 12
13
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