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
376
$213K 0.01%
4,183
-16,815
377
$213K 0.01%
2,628
-1,192
378
$213K 0.01%
+727
379
$210K 0.01%
+3,224
380
$209K 0.01%
+591
381
$207K 0.01%
16,798
382
$205K 0.01%
+2,232
383
$204K 0.01%
2,582
-134
384
$201K 0.01%
10,464
-1,722
385
$200K 0.01%
+2,886
386
$198K 0.01%
27,395
-1,314
387
$190K 0.01%
18,275
+7,676
388
$190K 0.01%
+10,696
389
$181K 0.01%
15,167
-20,651
390
$179K 0.01%
11,139
-3,290
391
$178K 0.01%
21,826
-2,161
392
$174K 0.01%
25,805
-15
393
$174K 0.01%
18,611
394
$171K 0.01%
10,987
395
$157K 0.01%
+20,000
396
$148K 0.01%
14,615
397
$142K 0.01%
11,018
398
$138K 0.01%
10,267
399
$135K 0.01%
12,705
400
$118K 0.01%
10,123
+36
14 15
16
17 18