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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.12%
26,906
-3,014
102
$2.57M 0.12%
13,347
+210
103
$2.56M 0.12%
10,987
+152
104
$2.55M 0.12%
12,914
-2,199
105
$2.54M 0.12%
10,708
+465
106
$2.51M 0.11%
3,087
-830
107
$2.42M 0.11%
2,026
-500
108
$2.42M 0.11%
60,236
-2,972
109
$2.34M 0.11%
5,875
+177
110
$2.31M 0.11%
3,046
+2,620
111
$2.28M 0.1%
9,188
-3,413
112
$2.13M 0.1%
36,437
-3,655
113
$2.12M 0.1%
4,044
+1,875
114
$2.1M 0.1%
12,359
+1,282
115
$2.09M 0.1%
36,093
-5,839
116
$2.01M 0.09%
32,666
117
$1.97M 0.09%
62,435
+3,898
118
$1.93M 0.09%
38,026
-37
119
$1.93M 0.09%
106,673
-11,742
120
$1.87M 0.09%
208,177
+845
121
$1.86M 0.08%
61,449
+52,122
122
$1.84M 0.08%
18,429
-10,570
123
$1.79M 0.08%
+75,810
124
$1.77M 0.08%
56,883
+7,890
125
$1.77M 0.08%
8,552
+130
3 4
5
6 7