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
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
– –
-17,232
332
– –
-5,253
333
– –
-2,000
334
– –
-65,925
335
– –
-18,240
336
– –
-8,291
337
– –
-34,422
338
– –
-4,486
339
– –
-24,000
340
– –
-71,850
341
– –
-9,670
342
– –
-3,938
343
– –
-17,506
344
– –
-32,661
345
– –
-56,114
346
– –
-32,295
347
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-49,000
348
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-28,000
349
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-24,510
350
– –
-8,016
12 13
14
15 16