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
$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
– –
-30,000
332
– –
-4,210
333
– –
-18,488
334
– –
-52,720
335
– –
-90,000
336
– –
-13,498
337
– –
-11,339
338
– –
-28,710
339
– –
-2,242
340
– –
-4,271
341
– –
-11,521
342
– –
-30,000
343
– –
-22,670
344
– –
-17,777
345
– –
-17,232
346
– –
-5,253
347
– –
-2,000
348
– –
-65,925
349
– –
-18,240
350
– –
-8,291
12 13
14
15 16