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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.89M 0.14%
39,699
-2,206
102
$2.88M 0.14%
13,172
+1,058
103
$2.85M 0.14%
52,134
-294
104
$2.82M 0.14%
198,661
+19,396
105
$2.79M 0.14%
207,997
+123,895
106
$2.78M 0.14%
50,541
+2,774
107
$2.76M 0.14%
27,181
+10,384
108
$2.74M 0.14%
180,251
+17,179
109
$2.65M 0.13%
205,793
+29,277
110
$2.63M 0.13%
205,118
+20,296
111
$2.59M 0.13%
15,369
-1,815
112
$2.56M 0.13%
181,267
+21,466
113
$2.52M 0.12%
153,488
+71,426
114
$2.48M 0.12%
29,621
-14
115
$2.44M 0.12%
27,715
+586
116
$2.35M 0.12%
+55,384
117
$2.34M 0.12%
7,972
-421
118
$2.32M 0.11%
254,455
+173,916
119
$2.29M 0.11%
18,300
+736
120
$2.27M 0.11%
197,779
-22,090
121
$2.24M 0.11%
6,879
+1,554
122
$2.24M 0.11%
33,070
-669
123
$2.23M 0.11%
159,866
+36,587
124
$2.22M 0.11%
136,614
+91,175
125
$2.17M 0.11%
86,811
+27,455
3 4
5
6 7