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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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.69M
3
+$9.01M
4
QCOM icon
Qualcomm
QCOM
+$7.49M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.44M

Top Sells

1
+$9.2M
2
+$8.36M
3
+$5.16M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.27M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-11,331
352
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-822
353
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-11,410
354
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-2,638
355
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-21,000
356
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-3,333
357
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-3,005
358
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-1,050
359
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-4,976
360
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-15,094
361
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362
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-45,696
363
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-11,150
364
– –
-6,100
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