FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$13M
4
JPM icon
JPMorgan Chase
JPM
+$12.9M
5
V icon
Visa
V
+$12M

Top Sells

1
+$19.9M
2
+$19.3M
3
+$17.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.5M
5
BA icon
Boeing
BA
+$17M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-8,000
402
– –
-400,872
403
– –
-22,685
404
– –
-2,154
13 14 15 16
17