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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.06M 0.45%
+32,471
52
$8.14M 0.4%
773,540
-100,460
53
$7.48M 0.37%
122,230
+64,791
54
$7.42M 0.37%
697,041
+12,020
55
$7.1M 0.35%
247,000
56
$6.98M 0.35%
107,001
+9,305
57
$6.94M 0.34%
61,752
-31,015
58
$6.6M 0.33%
271,245
+42,869
59
$6.18M 0.31%
1,071,229
-70,375
60
$6.02M 0.3%
20,363
+174
61
$6M 0.3%
68,478
+6,933
62
$5.96M 0.3%
200,577
+122,993
63
$5.93M 0.29%
137,770
+84,336
64
$5.88M 0.29%
48,819
-8,422
65
$5.86M 0.29%
393,763
+12,067
66
$5.68M 0.28%
35,178
+14,896
67
$5.67M 0.28%
38,868
-107,429
68
$5.15M 0.25%
76,920
+2,480
69
$4.91M 0.24%
117,124
-31,793
70
$4.81M 0.24%
51,822
+27,649
71
$4.78M 0.24%
189,567
-4,199
72
$4.75M 0.24%
14
73
$4.73M 0.23%
87,988
+12,583
74
$4.67M 0.23%
135,438
+12,802
75
$4.61M 0.23%
26,029
-618
1 2
3
4 5