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
401
$106K ﹤0.01%
10,000
402
$100K ﹤0.01%
+10,446
403
$83K ﹤0.01%
10,187
-6,855
404
$77.8K ﹤0.01%
+20,000
405
$75.9K ﹤0.01%
12,761
406
$75.7K ﹤0.01%
+13,806
407
$65.9K ﹤0.01%
20,923
+47
408
$63K ﹤0.01%
1,500
+500
409
$58.5K ﹤0.01%
16,625
410
$55.5K ﹤0.01%
11,000
-2,000
411
$54.6K ﹤0.01%
10,000
412
$53.4K ﹤0.01%
+10,000
413
$52K ﹤0.01%
117,371
414
$47.4K ﹤0.01%
15,000
415
$5.26K ﹤0.01%
24
416
– –
-16,139
417
– –
-2,413
418
– –
-4,914
419
– –
-11,628
420
– –
-10,733
421
– –
-3,266
422
– –
-16,640
423
– –
-2,157
424
– –
-9,857
425
– –
-32,604
14 15 16
17
18