We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
+$16M
2
+$14.1M
3
+$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.54M
5
GLD icon
SPDR Gold Trust
GLD
+$8.95M

Top Sells

1
+$19M
2
+$14.6M
3
+$14.5M
4
IAU icon
iShares Gold Trust
IAU
+$9.94M
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
– –
-5,065
352
– –
-5,000
353
– –
-12,022
354
– –
-11,962
355
– –
-13,580
356
– –
-3,517
357
– –
-11,267
358
– –
-2,600
359
– –
-1,555
360
– –
-17,267
361
– –
-5,670
362
– –
-1,715
363
– –
-5,101
364
– –
-17,486
365
– –
-310,668
366
– –
-23,979
367
– –
-8,681
368
– –
-2,792
369
– –
-4,216
370
– –
-4,396
371
– –
-14,296
372
– –
-27,702
373
– –
-17,010
374
– –
-61,369
375
– –
-12,908
12 13 14
15
16