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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.45%
48,767
-3,167
52
$11M 0.42%
345,666
-28,228
53
$9.86M 0.37%
171,616
-14,365
54
$8.58M 0.32%
45,350
-42
55
$8.4M 0.32%
66,254
-537
56
$8.38M 0.32%
7,905
+728
57
$7.8M 0.29%
14,469
-595
58
$7.74M 0.29%
33,712
-3,975
59
$7.55M 0.28%
40,254
-3,759
60
$7.44M 0.28%
192,349
-33,951
61
$7.34M 0.28%
20,429
-14,041
62
$7.31M 0.28%
65,693
+12,833
63
$7.18M 0.27%
76,041
+8,307
64
$7.11M 0.27%
221,479
-8,662
65
$7.05M 0.27%
65,543
-10,117
66
$7.03M 0.26%
16,787
-1,683
67
$6.94M 0.26%
96,767
-6,853
68
$6.8M 0.26%
47,050
-3,675
69
$6.65M 0.25%
62,950
+4,450
70
$6.52M 0.25%
91,016
+23,248
71
$6.36M 0.24%
27,724
-3,304
72
$6.3M 0.24%
106,442
-17,457
73
$6.07M 0.23%
15,881
+1,680
74
$6.06M 0.23%
128,155
+18,314
75
$6.06M 0.23%
475,147
1 2
3
4 5