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
326
$280K 0.01%
7,179
+155
327
$280K 0.01%
25,614
328
$276K 0.01%
5,551
-93
329
$275K 0.01%
3,067
+611
330
$275K 0.01%
38,745
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331
$274K 0.01%
+6,400
332
$273K 0.01%
15,923
333
$271K 0.01%
7,026
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334
$270K 0.01%
+14,700
335
$270K 0.01%
+2,225
336
$268K 0.01%
+3,281
337
$267K 0.01%
4,458
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338
$266K 0.01%
8,000
-8,000
339
$265K 0.01%
3,889
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340
$264K 0.01%
+550
341
$261K 0.01%
544
342
$258K 0.01%
+2,674
343
$258K 0.01%
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344
$258K 0.01%
2,333
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345
$258K 0.01%
8,706
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346
$257K 0.01%
18,520
347
$252K 0.01%
15,179
-810
348
$252K 0.01%
12,949
349
$249K 0.01%
+1,918
350
$248K 0.01%
+1,793
12 13
14
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