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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.67M
3 +$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$209K 0.01%
725
327
$205K 0.01%
14,295
328
$202K 0.01%
+7,823
329
$202K 0.01%
+6,791
330
$182K 0.01%
18,611
331
$166K 0.01%
14,756
+1,395
332
$161K 0.01%
10,559
333
$156K 0.01%
10,658
334
$143K 0.01%
19,166
-2,298
335
$135K 0.01%
12,393
336
$124K ﹤0.01%
11,425
+1,425
337
$114K ﹤0.01%
10,446
338
$99K ﹤0.01%
20,876
339
$68.3K ﹤0.01%
12,000
340
$19.3K ﹤0.01%
342
-5
341
$13.7K ﹤0.01%
10,000
342
-1,080
343
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344
-810
345
-2,313
346
-6,263
347
-11,331
348
-822
349
-11,410
350
-2,638