FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$132K 0.01%
+770
352
$132K 0.01%
2,637
-2,758
353
$127K ﹤0.01%
1,637
+715
354
$127K ﹤0.01%
497
-55
355
$123K ﹤0.01%
292
356
$121K ﹤0.01%
1,937
+387
357
$111K ﹤0.01%
2,258
+40
358
$109K ﹤0.01%
10,446
359
$108K ﹤0.01%
10,000
360
$108K ﹤0.01%
1,708
-667
361
$107K ﹤0.01%
278
-76
362
$107K ﹤0.01%
678
-221
363
$107K ﹤0.01%
21,000
364
$105K ﹤0.01%
+1,018
365
$105K ﹤0.01%
1,574
366
$102K ﹤0.01%
265
367
$100K ﹤0.01%
+2,867
368
$98.8K ﹤0.01%
490
369
$98.4K ﹤0.01%
1,696
-504
370
$97.2K ﹤0.01%
1,646
-763
371
$93.6K ﹤0.01%
965
-661
372
$93.3K ﹤0.01%
20,876
373
$92.9K ﹤0.01%
180
-116
374
$91.4K ﹤0.01%
674
375
$90.4K ﹤0.01%
1,495
13 14
15
16 17