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
401
$73K ﹤0.01%
323
-1,245
402
$72.7K ﹤0.01%
125
-439
403
$70.9K ﹤0.01%
1,550
-4,200
404
$66.4K ﹤0.01%
1,019
-4,483
405
$64.2K ﹤0.01%
850
-2,624
406
$64.1K ﹤0.01%
214
-1,222
407
$57.4K ﹤0.01%
11,000
408
$56.2K ﹤0.01%
20,876
-47
409
$55.4K ﹤0.01%
376
-2,278
410
$55.1K ﹤0.01%
216
-1,517
411
$54.5K ﹤0.01%
100
-599
412
$48.8K ﹤0.01%
10,000
-105
413
$48.5K ﹤0.01%
+185
414
$44.6K ﹤0.01%
117,371
415
$40.9K ﹤0.01%
202
-1,740
416
$34K ﹤0.01%
441
-2,795
417
$33.9K ﹤0.01%
+397
418
$33.8K ﹤0.01%
212
-3,010
419
$30.3K ﹤0.01%
1,121
-6,752
420
$29.9K ﹤0.01%
123
-1,464
421
$28.5K ﹤0.01%
+208
422
$28K ﹤0.01%
650
-6,320
423
$27.3K ﹤0.01%
+303
424
$23.5K ﹤0.01%
+10,000
425
$22.8K ﹤0.01%
+60
15 16
17
18 19