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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.17%
75,460
-32,448
77
$3.71M 0.17%
51,470
+3,238
78
$3.67M 0.17%
192,723
-2,805
79
$3.6M 0.17%
66,409
+33,625
80
$3.48M 0.16%
19,634
+1,696
81
$3.47M 0.16%
24,996
+420
82
$3.42M 0.16%
19,374
-111
83
$3.36M 0.16%
104,728
-21,374
84
$3.17M 0.15%
14,424
-101
85
$3.16M 0.15%
222,167
+238
86
$3.12M 0.15%
125,027
-1,015
87
$3.12M 0.14%
39,530
+3,503
88
$2.96M 0.14%
222,514
-17,640
89
$2.94M 0.14%
53,082
-3,729
90
$2.9M 0.13%
180,942
+4,629
91
$2.84M 0.13%
34,696
-2,135
92
$2.84M 0.13%
26,692
+7,299
93
$2.79M 0.13%
246,962
-7,616
94
$2.75M 0.13%
191,372
-14,232
95
$2.73M 0.13%
178,782
-14,772
96
$2.73M 0.13%
206,769
-35,597
97
$2.72M 0.13%
104,048
+114
98
$2.71M 0.13%
17,979
+4,740
99
$2.63M 0.12%
18,354
+774
100
$2.6M 0.12%
187,544
-3,682
2 3
4
5 6