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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.47M 0.22%
319,643
+24,334
77
$4.47M 0.22%
3,083
-44
78
$4.36M 0.22%
199,509
+23,056
79
$4.29M 0.21%
559,838
-73,236
80
$4.18M 0.21%
286,793
+20,611
81
$4.03M 0.2%
56,233
-30,741
82
$4M 0.2%
61,572
+496
83
$3.92M 0.19%
280,617
+37,339
84
$3.86M 0.19%
116,339
+92,238
85
$3.43M 0.17%
17,365
+8,933
86
$3.42M 0.17%
19,176
-4,107
87
$3.4M 0.17%
256,688
+159,185
88
$3.35M 0.17%
162,458
+11,022
89
$3.34M 0.17%
68,223
+54,892
90
$3.3M 0.16%
59,607
-13,669
91
$3.26M 0.16%
50,442
+10,922
92
$3.17M 0.16%
235,234
-1,882
93
$3.1M 0.15%
228,819
+24,459
94
$3.08M 0.15%
64,161
-28,635
95
$3.04M 0.15%
43,573
+1,712
96
$3.04M 0.15%
144,266
97
$2.99M 0.15%
123,776
+12,033
98
$2.94M 0.15%
23,253
+4,530
99
$2.89M 0.14%
41,851
-1,144
100
$2.89M 0.14%
471,687
+24,716
2 3
4
5 6