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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.17M 0.14%
6,911
-83
102
$3.16M 0.14%
12,054
+208
103
$3.15M 0.14%
8,516
-430
104
$3.13M 0.14%
9,162
+337
105
$3.11M 0.13%
6
-4
106
$3.1M 0.13%
8,197
+256
107
$3.02M 0.13%
46,596
-197,718
108
$3.01M 0.13%
39,869
+559
109
$3M 0.13%
35,945
-5,195
110
$3M 0.13%
77,000
111
$2.98M 0.13%
30,051
-1,446
112
$2.97M 0.13%
5,292
+108
113
$2.84M 0.12%
151,249
+23
114
$2.78M 0.12%
29,474
-181,642
115
$2.7M 0.12%
5,378
-117
116
$2.65M 0.11%
79,918
+18,808
117
$2.6M 0.11%
11,792
118
$2.57M 0.11%
11,647
+806
119
$2.56M 0.11%
64,806
-3,366
120
$2.47M 0.11%
21,449
+50
121
$2.34M 0.1%
12,640
-1,215
122
$2.32M 0.1%
32,483
-687
123
$2.32M 0.1%
3,229
-138
124
$2.23M 0.1%
42,570
+5,445
125
$2.17M 0.09%
123,443
-8,888
3 4
5
6 7