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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.57%
34,729
-554
52
$13M 0.56%
358,146
-21,432
53
$12.6M 0.54%
296,680
-5,770
54
$11M 0.48%
32,760
-1,552
55
$10.9M 0.47%
+151,817
56
$10.7M 0.46%
24,029
-2,302
57
$10.3M 0.44%
122,611
-8,715
58
$9.72M 0.42%
28,157
-1,082
59
$9.32M 0.4%
183,982
-116,556
60
$9.16M 0.4%
306,255
-944
61
$8.51M 0.37%
86,930
+3,531
62
$8.51M 0.37%
51,393
+9,297
63
$8.45M 0.37%
15,700
-570
64
$8.4M 0.36%
+77,704
65
$8.35M 0.36%
20,497
+212
66
$7.68M 0.33%
192,025
-5,732
67
$7.57M 0.33%
31,863
-901
68
$7.54M 0.33%
63,012
-3,496
69
$6.82M 0.29%
84,063
+6,517
70
$6.7M 0.29%
594,103
-15,995
71
$6.61M 0.29%
76,260
+1,540
72
$6.49M 0.28%
150,612
+31,788
73
$6.35M 0.27%
106,265
-20,535
74
$6.29M 0.27%
22,870
-508
75
$6.08M 0.26%
62,947
+30,872
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3
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