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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.52%
66,829
-25,945
52
$11.4M 0.52%
27,723
-4,104
53
$11.2M 0.51%
166,469
-38,227
54
$10.3M 0.47%
248,026
+22,817
55
$10.2M 0.47%
106,249
-3,457
56
$9.93M 0.45%
15,050
-1,940
57
$8.79M 0.4%
177,520
-65,010
58
$8.55M 0.39%
19,576
+4
59
$8.2M 0.37%
90,867
-28,086
60
$7.59M 0.35%
67,950
-11,760
61
$7.55M 0.34%
124,357
-51,084
62
$7.4M 0.34%
474,232
+35,000
63
$6.96M 0.32%
49,829
-12,767
64
$6.92M 0.32%
47,521
-35,074
65
$6.92M 0.32%
19,548
-10,989
66
$6.61M 0.3%
22,698
-6,282
67
$6.23M 0.28%
39,723
-13,283
68
$6.12M 0.28%
20,196
-4,737
69
$5.55M 0.25%
9,307
-3,064
70
$5.37M 0.24%
20,640
-9,955
71
$4.85M 0.22%
84,462
-9,842
72
$4.64M 0.21%
61,620
-8,565
73
$4.48M 0.2%
88,217
-45,398
74
$4.43M 0.2%
47,193
-5,105
75
$4.37M 0.2%
8,538
+141
1 2
3
4 5