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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

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
26
$16.3M 0.97%
653,199
-22,418
27
$15.6M 0.93%
533,825
+45,006
28
$15.5M 0.92%
268,147
-63,552
29
$15.1M 0.9%
96,894
+83,349
30
$15M 0.89%
164,027
+3,378
31
$14M 0.83%
79,845
+3,944
32
$13.9M 0.83%
1,162,559
+26,259
33
$12.8M 0.76%
268,512
-23,784
34
$12.5M 0.74%
335,431
+5,968
35
$12.2M 0.72%
114,985
+8,425
36
$12M 0.71%
149,862
-6,416
37
$11.9M 0.7%
141,470
+2,814
38
$11.9M 0.7%
739,539
+494,155
39
$11.5M 0.68%
1,364,180
+10,380
40
$11.3M 0.67%
6,498
+5,860
41
$11.3M 0.67%
170,935
+5,555
42
$11.1M 0.66%
39,427
-26,934
43
$10.7M 0.63%
37,554
-64,656
44
$10.6M 0.63%
+522,205
45
$9.93M 0.59%
174,027
-67,884
46
$9.84M 0.58%
993,934
47
$9.5M 0.56%
797,946
+215,501
48
$9.29M 0.55%
86,426
-2,743
49
$8.34M 0.49%
355,916
-48,145
50
$8.22M 0.49%
1,062,844
+112,849
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