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
401
$51.8K ﹤0.01%
530
+19
402
$51.7K ﹤0.01%
218
-276
403
$51.5K ﹤0.01%
1,298
-542
404
$50K ﹤0.01%
422
-74
405
$42.3K ﹤0.01%
549
+186
406
$39.4K ﹤0.01%
223
+15
407
$37.2K ﹤0.01%
378
408
$34.1K ﹤0.01%
+445
409
$32.9K ﹤0.01%
250
-147
410
$31.6K ﹤0.01%
500
+400
411
$31.6K ﹤0.01%
441
412
$30.4K ﹤0.01%
123
413
$27.9K ﹤0.01%
178
-38
414
$25.6K ﹤0.01%
60
415
$25.5K ﹤0.01%
+245
416
$25.3K ﹤0.01%
122
-128
417
$24.9K ﹤0.01%
243
-510
418
$24.6K ﹤0.01%
2,462
419
$22.5K ﹤0.01%
124
420
$20.9K ﹤0.01%
99
421
$19.8K ﹤0.01%
142
-66
422
$18.2K ﹤0.01%
141
+100
423
$17.2K ﹤0.01%
+410
424
$14.1K ﹤0.01%
10,000
425
$12.6K ﹤0.01%
144
-104
15 16
17
18 19