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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$224K 0.01%
16,131
+5,914
327
$216K 0.01%
669
-52
328
$213K 0.01%
+3,487
329
$211K 0.01%
+10,930
330
$209K 0.01%
+1,620
331
$205K 0.01%
+2,234
332
$201K 0.01%
+610
333
$201K 0.01%
20,001
+2,158
334
$191K 0.01%
13,771
335
$191K 0.01%
12,800
336
$165K 0.01%
+10,089
337
$162K 0.01%
19,200
338
$156K 0.01%
+17,596
339
$156K 0.01%
13,553
340
$155K 0.01%
1,500
+300
341
$103K 0.01%
4,036
342
$98K ﹤0.01%
+5,410
343
$95K ﹤0.01%
21,545
344
$87K ﹤0.01%
10,000
345
$83K ﹤0.01%
12,947
346
$73K ﹤0.01%
1,072
347
$72K ﹤0.01%
117,371
348
$55K ﹤0.01%
10,126
-7,000
349
$43K ﹤0.01%
13,000
-5,000
350
– –
-12,908
12 13
14
15 16