FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 0.84%
393,308
+30,518
27
$17.2M 0.8%
120,120
-2,005
28
$16.8M 0.78%
202,406
-2,927
29
$16.3M 0.76%
79,065
+9,378
30
$15.6M 0.72%
279,989
+20,396
31
$15.4M 0.72%
9,027
-60
32
$15.4M 0.71%
45,995
-3,703
33
$14.8M 0.69%
237,443
-3,106
34
$14.6M 0.68%
43,552
-3,408
35
$14.5M 0.67%
149,499
-1,513
36
$14M 0.65%
44,982
-20
37
$13.9M 0.65%
97,403
-282
38
$13.7M 0.64%
470,481
-7,921
39
$12.4M 0.57%
270,059
-2,232
40
$12.1M 0.56%
140,653
+55
41
$12.1M 0.56%
193,153
+61,728
42
$11.1M 0.52%
41,356
-562
43
$10.8M 0.5%
298,593
+254,309
44
$10.8M 0.5%
42,310
+35,042
45
$10.5M 0.49%
+129,821
46
$10.1M 0.47%
+444,710
47
$9.98M 0.46%
650,370
-30,500
48
$8.86M 0.41%
96,375
-853
49
$8.62M 0.4%
73,012
+8,425
50
$8.37M 0.39%
933,765
-31,591
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