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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.76M 0.14%
162,250
+2,062
102
$3.67M 0.14%
15,818
-458
103
$3.61M 0.14%
67,537
-2,638
104
$3.47M 0.13%
21,301
+2,059
105
$3.41M 0.13%
33,985
+9,673
106
$3.31M 0.12%
53,954
+8,885
107
$3.28M 0.12%
4,731
+336
108
$3.13M 0.12%
7,566
+706
109
$3.11M 0.12%
3,032
-51
110
$3.09M 0.12%
137,459
-733
111
$2.98M 0.11%
40,301
-626
112
$2.85M 0.11%
10,775
-107
113
$2.69M 0.1%
84,556
+1,400
114
$2.42M 0.09%
48,030
+35,316
115
$2.23M 0.08%
59,615
-4,067
116
$2.23M 0.08%
5,517
+191
117
$2.21M 0.08%
3,099
-10
118
$2.18M 0.08%
30,860
119
$2.15M 0.08%
23,303
-300
120
$2.11M 0.08%
4,136
+152
121
$2.1M 0.08%
308,201
-51,088
122
$2.04M 0.08%
38,962
+940
123
$2.04M 0.08%
2,646
+28
124
$2.03M 0.08%
12,181
-25
125
$1.99M 0.08%
236,087
3 4
5
6 7