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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.1M 0.91%
156,770
+45,769
27
$22.2M 0.84%
183,789
-367
28
$20M 0.75%
467,123
+33,428
29
$19.2M 0.72%
207,174
+31,647
30
$18.8M 0.71%
270,022
-2,329
31
$18.1M 0.68%
244,370
-38,460
32
$18M 0.68%
505,727
-24,969
33
$17M 0.64%
281,085
-13,815
34
$16.9M 0.64%
341,891
+25,557
35
$16.8M 0.63%
139,656
-66,236
36
$16.3M 0.61%
72,733
-6,659
37
$16M 0.6%
98,650
+1,608
38
$14.9M 0.56%
29,492
-1,470
39
$13.9M 0.52%
59,950
-2,855
40
$13.9M 0.52%
314,502
-14,760
41
$13.8M 0.52%
23,520
-178
42
$13.7M 0.52%
78,365
+1,006
43
$13.6M 0.51%
14,880
+573
44
$13.5M 0.51%
38,336
-1,196
45
$13.2M 0.5%
445,777
-14,735
46
$13.1M 0.49%
315,048
+231,696
47
$12.8M 0.48%
21,934
+1,408
48
$12.7M 0.48%
175,437
-18,441
49
$12.7M 0.48%
98,394
-18,718
50
$12.5M 0.47%
190,171
-14,241
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