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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.27M 0.19%
29,153
-2,692
77
$4.07M 0.19%
6,513
-722
78
$3.89M 0.18%
135,281
-35,671
79
$3.89M 0.18%
175,842
+146,486
80
$3.86M 0.18%
376,110
-200,414
81
$3.72M 0.17%
10,736
-2,074
82
$3.63M 0.17%
150,251
-1,515
83
$3.61M 0.16%
43,944
-4,542
84
$3.54M 0.16%
826,712
85
$3.52M 0.16%
23,392
-1,560
86
$3.28M 0.15%
4,641
-946
87
$3.26M 0.15%
6
88
$3.21M 0.15%
60,264
+8,042
89
$3.19M 0.15%
87,384
-43,815
90
$3.11M 0.14%
+100,578
91
$3.07M 0.14%
34,766
-3,005
92
$3M 0.14%
15,126
-2,727
93
$2.99M 0.14%
18,820
-546
94
$2.92M 0.13%
7,123
-3,593
95
$2.77M 0.13%
34,146
-15,103
96
$2.75M 0.13%
6,244
-2,566
97
$2.69M 0.12%
4,763
-15
98
$2.69M 0.12%
3,059
-169
99
$2.68M 0.12%
93,663
-379,223
100
$2.6M 0.12%
4,693
-950
2 3
4
5 6