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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.09M 0.24%
69,500
+360
77
$4.08M 0.24%
72,662
+28,684
78
$4.06M 0.24%
276,195
-47,209
79
$4M 0.24%
320,425
-67,278
80
$3.65M 0.22%
45,190
-761
81
$3.55M 0.21%
22,061
-311
82
$3.54M 0.21%
47,880
+39,704
83
$3.44M 0.2%
73,397
-18,415
84
$3.4M 0.2%
+23,973
85
$3.22M 0.19%
20,280
+1,323
86
$3.16M 0.19%
190,351
+7,952
87
$3.12M 0.18%
48,392
-4,704
88
$3.11M 0.18%
250,421
-63,614
89
$3.07M 0.18%
259,950
-42,055
90
$3M 0.18%
226,192
+62,278
91
$2.95M 0.17%
219,042
+42,786
92
$2.92M 0.17%
514,278
-84,769
93
$2.86M 0.17%
9,957
+8,357
94
$2.84M 0.17%
7,445
-44,071
95
$2.79M 0.17%
66,746
-9,967
96
$2.77M 0.16%
117,238
-21,238
97
$2.75M 0.16%
136,052
+67,822
98
$2.75M 0.16%
19,270
+1,169
99
$2.74M 0.16%
39,251
+32,150
100
$2.7M 0.16%
120,577
+16,756
2 3
4
5 6