FFA
First Foundation Advisors Portfolio holdings
AUM
$2.65B
1-Year Est. Return
21.22%
This Fund
S&P 500
1 Year Est. Return
+21.22%
AUM
$2.65B
AUM Growth
-$51.8M
(-1.9%)
Holding
353
Top Buys
| 1 | +$7.02M | |
| 2 | +$2.34M | |
| 3 | +$1.55M | |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$1.54M |
| 5 |
Walmart Inc
WMT
|
+$1.54M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$11.3M | |
| 3 | +$5.65M | |
| 4 |
Apple
AAPL
|
+$4.94M |
| 5 |
Suncor Energy
SU
|
+$4.89M |
Sector Composition
| 1 | Technology | 28.96% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 6.45% |
| 4 | Consumer Discretionary | 3.97% |
| 5 | Healthcare | 3.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Simon Property Group
SPG
$66.1B
| – | – |
-1,307
|
|
||
352
Vanguard Small-Cap ETF
VB
$73.4B
| – | – |
-809
|
|
||
353
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.8B
| – | – |
-2,561
|
|