FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$17.1M
2
+$17.1M
3
+$13M
4
JPM icon
JPMorgan Chase
JPM
+$12.9M
5
V icon
Visa
V
+$12M

Top Sells

1
+$19.9M
2
+$19.3M
3
+$17.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.5M
5
BA icon
Boeing
BA
+$17M

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
326
$80K ﹤0.01%
10,000
327
$73K ﹤0.01%
15,289
328
$67K ﹤0.01%
2,940
329
$49K ﹤0.01%
+18,000
330
$22K ﹤0.01%
2,667
331
– –
-56,114
332
– –
-8,291
333
– –
-4,210
334
– –
-18,488
335
– –
-33,055
336
– –
-52,720
337
– –
-90,000
338
– –
-13,498
339
– –
-11,339
340
– –
-28,710
341
– –
-2,242
342
– –
-4,271
343
– –
-11,521
344
– –
-30,000
345
– –
-22,670
346
– –
-7,338
347
– –
-17,777
348
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-17,232
349
– –
-5,253
350
– –
-500
12 13
14
15 16