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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$115K 0.01%
+803
377
$114K 0.01%
+1,984
378
$108K ﹤0.01%
2,297
-6,968
379
$102K ﹤0.01%
10,446
380
$101K ﹤0.01%
206
-328
381
$101K ﹤0.01%
398
-1,001
382
$98.8K ﹤0.01%
10,000
383
$96.2K ﹤0.01%
+1,670
384
$95K ﹤0.01%
499
-772
385
$94.7K ﹤0.01%
1,056
-2,778
386
$94K ﹤0.01%
1,179
-4,047
387
$92.2K ﹤0.01%
1,455
-2,430
388
$90.8K ﹤0.01%
+182
389
$87.9K ﹤0.01%
+4,983
390
$87.8K ﹤0.01%
+360
391
$87.3K ﹤0.01%
+45,696
392
$85.5K ﹤0.01%
260
-815
393
$84K ﹤0.01%
+1,078
394
$83.3K ﹤0.01%
+723
395
$80.5K ﹤0.01%
257
-493
396
$80.3K ﹤0.01%
501
-1,486
397
$77.6K ﹤0.01%
+1,492
398
$77.3K ﹤0.01%
649
-1,870
399
$76.3K ﹤0.01%
+679
400
$75.3K ﹤0.01%
+1,740
14 15
16
17 18