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
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$88.3K ﹤0.01%
501
377
$87.8K ﹤0.01%
518
378
$86.9K ﹤0.01%
628
-35
379
$86K ﹤0.01%
+1,516
380
$86K ﹤0.01%
29
-21
381
$85.5K ﹤0.01%
1,215
-270
382
$81.4K ﹤0.01%
294
-216
383
$81.3K ﹤0.01%
150
-32
384
$78.3K ﹤0.01%
261
385
$74.5K ﹤0.01%
3,333
386
$74.4K ﹤0.01%
1,056
387
$71.3K ﹤0.01%
195
-65
388
$70.9K ﹤0.01%
86
-34
389
$70.7K ﹤0.01%
+86
390
$68.8K ﹤0.01%
1,771
-1,248
391
$67.3K ﹤0.01%
331
-167
392
$66.6K ﹤0.01%
12,000
+1,000
393
$66.1K ﹤0.01%
1,001
-27
394
$65.4K ﹤0.01%
932
-38
395
$65.1K ﹤0.01%
197
396
$64.9K ﹤0.01%
45,696
397
$62.5K ﹤0.01%
162
+51
398
$57.8K ﹤0.01%
850
399
$56.4K ﹤0.01%
100
400
$54.4K ﹤0.01%
511
+1
14 15
16
17 18