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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.5M 0.89%
230,095
-20,628
27
$20.2M 0.87%
644,046
-2,514
28
$19.9M 0.86%
461,061
-44,892
29
$19.7M 0.85%
399,418
-18,287
30
$19.6M 0.85%
94,495
+1,256
31
$19.1M 0.82%
335,063
+178,136
32
$18.8M 0.81%
339,844
+51,475
33
$18.5M 0.8%
155,034
-4,829
34
$18M 0.78%
96,930
+15,588
35
$17.5M 0.76%
338,299
+30,272
36
$16.7M 0.72%
92,631
-2,591
37
$16.4M 0.71%
729,485
-199,903
38
$16.2M 0.7%
472,225
+31,625
39
$16M 0.69%
650,204
+639,851
40
$16M 0.69%
276,413
+79,778
41
$15.9M 0.69%
374,106
+5,912
42
$15.7M 0.68%
160,663
-9,239
43
$15.5M 0.67%
167,106
+4,580
44
$15.5M 0.67%
82,603
-22,729
45
$14.8M 0.64%
336,324
-19,420
46
$14.7M 0.63%
37,658
-577
47
$14.5M 0.63%
100,374
-11,087
48
$14M 0.61%
80,931
-2,191
49
$13.8M 0.6%
+293,415
50
$13.8M 0.6%
263,925
-4,871
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