FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+8.96%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$2.31B
AUM Growth
+$139M
(+6.4%)
Cap. Flow
-$37.7M
Cap. Flow
% of AUM
-1.63%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
444
New
53
Increased
163
Reduced
158
Closed
29
Top Buys
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
$15.8M |
| 2 |
Kroger
KR
|
$13.8M |
| 3 |
AstraZeneca
AZN
|
$10.9M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$10.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$8.4M |
Top Sells
| 1 |
Microsoft
MSFT
|
$17.7M |
| 2 |
Edwards Lifesciences
EW
|
$17.1M |
| 3 |
Liberty Media Series A
FWONA
|
$12.8M |
| 4 |
Apple
AAPL
|
$9.52M |
| 5 |
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% |
