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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.97M 0.37%
789,627
+48,419
52
$7.48M 0.35%
693,903
-18,492
53
$6.61M 0.31%
21,473
+35
54
$6.45M 0.3%
40,306
+2,064
55
$6.01M 0.28%
82,020
+7,120
56
$5.81M 0.27%
399,071
-5,084
57
$5.81M 0.27%
85,328
+8,269
58
$5.77M 0.27%
1,026,712
-28,612
59
$5.59M 0.26%
357,219
-638
60
$5.45M 0.25%
271,586
+3,397
61
$5.41M 0.25%
56,487
+47,632
62
$5.24M 0.24%
202,059
+876
63
$4.8M 0.22%
15
-2
64
$4.6M 0.21%
339,177
+62,088
65
$4.4M 0.2%
26,747
+3,986
66
$4.38M 0.2%
3,268
+83
67
$4.37M 0.2%
42,851
+14,962
68
$4.35M 0.2%
29,202
-7,667
69
$4.22M 0.2%
15,180
+1,205
70
$4.15M 0.19%
296,638
-16,337
71
$4.05M 0.19%
147,061
-3,045
72
$4.04M 0.19%
180,381
+1,435
73
$3.96M 0.18%
639,148
-58,949
74
$3.93M 0.18%
11,073
+700
75
$3.84M 0.18%
60,726
-1,802
1 2
3
4 5