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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$198K 0.01%
13,505
-798
352
$193K 0.01%
14,458
-3,046
353
$189K 0.01%
30,103
354
$183K 0.01%
15,197
-1,332
355
$182K 0.01%
12,771
356
$177K 0.01%
5,708
-382
357
$171K 0.01%
44,665
358
$171K 0.01%
13,859
-38,805
359
$164K 0.01%
11,771
360
$159K 0.01%
18,043
+200
361
$156K 0.01%
20,326
-62,145
362
$108K 0.01%
11,923
+85
363
$101K ﹤0.01%
10,756
+451
364
$94K ﹤0.01%
14,116
+3,934
365
$82K ﹤0.01%
117,371
366
$81K ﹤0.01%
10,000
367
$81K ﹤0.01%
+14,949
368
$74K ﹤0.01%
4,035
-1,375
369
$73K ﹤0.01%
21,545
370
$65K ﹤0.01%
12,947
371
$25K ﹤0.01%
10,126
372
$25K ﹤0.01%
562
-335
373
– –
-38,410
374
– –
-24,889
375
– –
-17,013
12 13 14
15
16