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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.7M 0.16%
16,486
-2,534
102
$2.68M 0.16%
29,920
-7,948
103
$2.6M 0.15%
214,621
-13,039
104
$2.48M 0.15%
223,077
-23,023
105
$2.37M 0.14%
108,977
+30,000
106
$2.32M 0.14%
61,184
+53
107
$2.26M 0.13%
188,370
+24,492
108
$2.2M 0.13%
13,323
+10,818
109
$2.19M 0.13%
29,430
-226,152
110
$2.16M 0.13%
20,479
-9,196
111
$2.11M 0.13%
49,419
+571
112
$2.07M 0.12%
34,708
+9,401
113
$2.01M 0.12%
37,448
-7,674
114
$2.01M 0.12%
24,722
+2,956
115
$1.92M 0.11%
30,844
+11,304
116
$1.9M 0.11%
79,896
-14
117
$1.89M 0.11%
146,951
+108,218
118
$1.86M 0.11%
17,900
-1,740
119
$1.86M 0.11%
21,409
-1,358
120
$1.84M 0.11%
26,212
121
$1.78M 0.11%
33,708
-93
122
$1.75M 0.1%
58,360
+30
123
$1.75M 0.1%
7,242
-464
124
$1.75M 0.1%
28,671
+432
125
$1.72M 0.1%
86,275
-1,308
3 4
5
6 7