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FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
+$13.3M
2
+$11.7M
3
+$8.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.89M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.44M
2
+$3.82M
3
+$3.19M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.99M

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
426
$11.4K ﹤0.01%
153
427
$8.61K ﹤0.01%
32
+20
428
$7.55K ﹤0.01%
+60
429
$7.08K ﹤0.01%
23
430
$4.52K ﹤0.01%
+425
431
$2.99K ﹤0.01%
+8
432
– –
-1,670
433
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-4,797
434
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-7,022
435
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436
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-13,100
437
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-26
438
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439
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-12,590
440
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441
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-10,000
442
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443
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444
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445
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446
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448
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449
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450
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