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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.9M 0.47%
129,934
-337,377
52
$7.01M 0.42%
48,749
+40,696
53
$6.91M 0.41%
1,256,003
-105,358
54
$6.78M 0.4%
262,020
+222,240
55
$6.78M 0.4%
708,840
+141,753
56
$6.66M 0.39%
183,578
+146,161
57
$6.58M 0.39%
247,000
-589,865
58
$5.82M 0.34%
61,857
+34,712
59
$5.78M 0.34%
23,362
+11,699
60
$5.28M 0.31%
102,081
-344,743
61
$5.25M 0.31%
20,245
62
$5.12M 0.3%
94,817
-5,034
63
$5.12M 0.3%
371,268
+178,463
64
$5.1M 0.3%
41,400
+916
65
$5.02M 0.3%
161,636
-16,544
66
$4.94M 0.29%
151,631
-12,110
67
$4.7M 0.28%
+128,128
68
$4.64M 0.28%
487,144
+218
69
$4.52M 0.27%
15
-1
70
$4.48M 0.27%
3,468
+216
71
$4.41M 0.26%
55,458
+44,917
72
$4.25M 0.25%
335,742
-27,244
73
$4.19M 0.25%
493,346
-9,574
74
$4.15M 0.25%
382,491
-80,542
75
$4.1M 0.24%
63,070
-95
1 2
3
4 5