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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.55M 0.21%
30,356
+3,246
77
$5.54M 0.21%
12,448
+1,200
78
$5.48M 0.21%
17,338
+18
79
$5.34M 0.2%
+29,959
80
$5.27M 0.2%
12,118
+4,121
81
$5.27M 0.2%
8,385
+609
82
$5.12M 0.19%
24,972
+2,698
83
$5.1M 0.19%
35,240
-60,092
84
$5.09M 0.19%
31,694
+3,827
85
$5.01M 0.19%
189,024
-13,913
86
$4.85M 0.18%
205,601
-124,037
87
$4.75M 0.18%
22,608
+2,688
88
$4.75M 0.18%
955
+119
89
$4.59M 0.17%
9,215
+1,045
90
$4.5M 0.17%
7,493
+852
91
$4.42M 0.17%
39,964
+4,896
92
$4.34M 0.16%
11,164
-140
93
$4.33M 0.16%
48,582
+3,496
94
$4.29M 0.16%
74,880
+2,779
95
$4.18M 0.16%
55,295
-2,230
96
$4.13M 0.16%
2,431
+375
97
$4.09M 0.15%
6
98
$3.94M 0.15%
826,790
99
$3.86M 0.15%
91,604
-506
100
$3.8M 0.14%
66,219
+9,349
2 3
4
5 6