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

Top Buys

1
+$23.3M
2
+$9.99M
3
+$9.87M
4
SCHW
Charles Schwab
SCHW
+$8.85M
5
UBER icon
Uber
UBER
+$8.81M

Top Sells

1
+$15.1M
2
+$9.62M
3
+$8.1M
4
REET icon
iShares Global REIT ETF
REET
+$2.95M
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
376
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377
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378
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379
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-3,014
380
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-4,922
381
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-11,280
382
– –
-3,908
383
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-7,680
384
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-38,410
385
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-24,889
386
– –
-8,946
387
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