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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$216K 0.01%
10,559
-2,390
327
$215K 0.01%
3,012
-1,289
328
$215K 0.01%
8,146
329
$214K 0.01%
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-3,548
330
$213K 0.01%
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-486
331
$212K 0.01%
+1,552
332
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333
$206K 0.01%
2,253
-3,325
334
$206K 0.01%
534
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335
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336
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337
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338
$200K 0.01%
12,834
-1,866
339
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+4,042
340
$195K 0.01%
2,464
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341
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342
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344
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12,590
345
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346
$176K 0.01%
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347
$174K 0.01%
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348
$173K 0.01%
1,787
-1,613
349
$173K 0.01%
2,257
-1,819
350
$169K 0.01%
10,738
-249
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