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
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.89M 0.19%
174,692
+18,741
77
$4.85M 0.19%
18,469
-418
78
$4.6M 0.18%
58,772
-2,804
79
$4.39M 0.17%
25,096
+1,192
80
$4.37M 0.17%
38,866
+36,897
81
$4.03M 0.15%
91,436
+85,401
82
$4.02M 0.15%
76,098
-4,622
83
$3.86M 0.15%
16,914
+905
84
$3.81M 0.15%
45,521
+5,031
85
$3.81M 0.15%
11,060
-218
86
$3.79M 0.14%
97,873
-2,989
87
$3.72M 0.14%
826,712
88
$3.71M 0.14%
3,632
+249
89
$3.71M 0.14%
65,951
-158
90
$3.67M 0.14%
6
91
$3.45M 0.13%
161,247
+101,616
92
$3.27M 0.12%
3,109
93
$3.23M 0.12%
7,244
+508
94
$3.23M 0.12%
6,742
+164
95
$3.15M 0.12%
140,933
+2,259
96
$3.08M 0.12%
376,882
-4,111
97
$3.04M 0.12%
28,494
+5,739
98
$3.02M 0.12%
50,172
+6,863
99
$2.99M 0.11%
10,007
+789
100
$2.97M 0.11%
16,231
+1,844
2 3
4
5 6