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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 0.92%
36,788
-11,269
27
$17.8M 0.88%
277,681
+36,766
28
$17.3M 0.86%
53,782
+7,661
29
$16.4M 0.81%
928,868
-256,103
30
$16.4M 0.81%
529,008
-121,493
31
$15.9M 0.79%
1,170,520
-200,310
32
$15.9M 0.79%
639,099
+10,223
33
$15.3M 0.76%
267,226
+3,997
34
$14.8M 0.73%
325,025
-11,111
35
$14.7M 0.73%
167,130
-7,261
36
$14.2M 0.7%
219,014
+8,023
37
$13.1M 0.65%
44,413
+14,380
38
$12.8M 0.63%
322,523
+47,824
39
$12.5M 0.62%
899,837
-54,747
40
$12.4M 0.61%
230,223
+12,126
41
$12.3M 0.61%
144,363
-2,255
42
$12.1M 0.6%
40,193
+1,566
43
$12M 0.59%
146,452
-18,312
44
$11.7M 0.58%
91,520
+1,847
45
$11.3M 0.56%
+518,833
46
$11.1M 0.55%
261,181
-59,484
47
$11M 0.55%
992,845
-2,788
48
$10.8M 0.54%
655,786
-107,834
49
$10.7M 0.53%
810,653
-161,616
50
$9.69M 0.48%
67,826
+64,065
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