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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.25%
160,537
+16,553
77
$5.66M 0.24%
11,577
+492
78
$5.35M 0.23%
439,232
+38,400
79
$5.35M 0.23%
195,269
+100,016
80
$5.09M 0.22%
17,053
+195
81
$5.07M 0.22%
44,714
+2,321
82
$4.86M 0.21%
142,669
-43,708
83
$4.3M 0.19%
50,711
-2,279
84
$4.27M 0.18%
85,221
-119,107
85
$4.23M 0.18%
58,316
-2,190
86
$4.1M 0.18%
13,193
-2,271
87
$4.01M 0.17%
26,422
+3,847
88
$3.86M 0.17%
50,027
+937
89
$3.62M 0.16%
8,253
-1,062
90
$3.6M 0.16%
33,526
+62
91
$3.59M 0.16%
826,712
92
$3.57M 0.15%
11,574
+741
93
$3.44M 0.15%
27,676
-172
94
$3.36M 0.15%
8,382
+71
95
$3.34M 0.14%
19,931
+130
96
$3.33M 0.14%
133,700
+26,676
97
$3.29M 0.14%
4,757
+62
98
$3.24M 0.14%
2,816
+41
99
$3.18M 0.14%
16,324
+97
100
$3.17M 0.14%
61,584
-914
2 3
4
5 6