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
$2.02B
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
351
– –
-61,369
352
– –
-1,715
353
– –
-12,908
354
– –
-5,000
355
– –
-5,065
356
– –
-5,101
357
– –
-4,323
358
– –
-5,000
359
– –
-12,022
360
– –
-17,486
361
– –
-11,962
362
– –
-310,668
363
– –
-6,687
364
– –
-2,940
365
– –
-13,580
366
– –
-3,517
367
– –
-23,979
368
– –
-8,681
369
– –
-11,267
370
– –
-2,792
371
– –
-2,600
372
– –
-4,216
373
– –
-1,555
374
– –
-4,396
375
– –
-14,296
12 13 14
15
16