FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.12%
455,807
-9,961
102
$2.54M 0.12%
76,586
-3,894
103
$2.48M 0.12%
32,923
+144
104
$2.47M 0.11%
197,704
-14,081
105
$2.44M 0.11%
66,840
+390
106
$2.41M 0.11%
134,015
107
$2.34M 0.11%
49,807
-2,418
108
$2.33M 0.11%
6,465
+424
109
$2.31M 0.11%
157,283
-5,133
110
$2.27M 0.11%
16,495
-423
111
$2.25M 0.1%
57,754
+11,691
112
$2.24M 0.1%
274,056
+5,243
113
$2.24M 0.1%
169,927
-43,374
114
$2.2M 0.1%
36,455
-7,726
115
$2.19M 0.1%
169,535
-4,818
116
$2.18M 0.1%
9,796
+2,158
117
$2.17M 0.1%
21,074
118
$2.16M 0.1%
1,454
-87
119
$2.16M 0.1%
28,643
-1,205
120
$2.09M 0.1%
524,265
-126,621
121
$1.99M 0.09%
44,851
-9,478
122
$1.96M 0.09%
77,000
123
$1.95M 0.09%
185,420
+49
124
$1.94M 0.09%
6,970
-1,522
125
$1.9M 0.09%
9,459
-39,817
3 4
5
6 7