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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 0.93%
634,478
-163,878
27
$20.3M 0.92%
98,752
-11,564
28
$20.1M 0.92%
254,257
-102,936
29
$18.8M 0.86%
130,258
-39,282
30
$18.4M 0.84%
82,577
-8,814
31
$18.1M 0.82%
90,172
+7,493
32
$17.7M 0.81%
118,726
-14,585
33
$17.3M 0.79%
82,054
-7,146
34
$17.2M 0.78%
48,885
+34,197
35
$16.1M 0.74%
99,636
-8,418
36
$15.9M 0.73%
321,170
-50,170
37
$14.5M 0.66%
62,491
-21,482
38
$14M 0.64%
249,593
-11,005
39
$13.9M 0.63%
140,168
+3,986
40
$13.8M 0.63%
130,812
-21,469
41
$13.7M 0.62%
123,645
+1,097
42
$13.4M 0.61%
58,763
-8,457
43
$12.8M 0.58%
253,284
-64,056
44
$12.7M 0.58%
277,204
-15,806
45
$12.5M 0.57%
321,250
-12,501
46
$12.3M 0.56%
280,437
+20,419
47
$12.2M 0.56%
304,886
-98,604
48
$12.2M 0.55%
396,065
+70,993
49
$11.7M 0.53%
24,659
-3,418
50
$11.4M 0.52%
72,285
+30,880
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