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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$245K 0.01%
1,517
-1,877
352
$244K 0.01%
+2,226
353
$243K 0.01%
1,750
-65
354
$243K 0.01%
20,768
+27
355
$243K 0.01%
2,227
-298
356
$242K 0.01%
+3,745
357
$241K 0.01%
1,815
+41
358
$240K 0.01%
5,797
359
$238K 0.01%
2,285
+351
360
$237K 0.01%
+1,400
361
$237K 0.01%
+302
362
$227K 0.01%
+1,180
363
$226K 0.01%
1,393
364
$226K 0.01%
+4,901
365
$225K 0.01%
+3,255
366
$225K 0.01%
+1,296
367
$225K 0.01%
+1,532
368
$225K 0.01%
5,469
-13,113
369
$224K 0.01%
12,562
-2,536
370
$224K 0.01%
18,324
371
$218K 0.01%
9,488
-10,932
372
$216K 0.01%
629
373
$215K 0.01%
21,000
374
$215K 0.01%
19,842
375
$215K 0.01%
8,146
-5,707
13 14
15
16 17