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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.1%
8,983
+9
127
$1.7M 0.1%
8,850
-20,414
128
$1.7M 0.1%
153,934
-7,200
129
$1.69M 0.1%
71,313
+9,408
130
$1.68M 0.1%
125,009
+80,436
131
$1.63M 0.1%
134,479
+68,393
132
$1.63M 0.1%
13,779
-2,268
133
$1.61M 0.1%
19,103
+1,250
134
$1.61M 0.1%
78,282
-997
135
$1.61M 0.1%
57,260
+4,627
136
$1.6M 0.09%
114,853
+74,728
137
$1.6M 0.09%
15,726
-17,837
138
$1.58M 0.09%
19,941
+543
139
$1.55M 0.09%
46,090
+1,912
140
$1.55M 0.09%
63,951
+10,702
141
$1.54M 0.09%
69,199
+47,532
142
$1.49M 0.09%
34,210
-2,547
143
$1.47M 0.09%
6,997
+473
144
$1.46M 0.09%
26,307
-70
145
$1.4M 0.08%
68,206
-542
146
$1.39M 0.08%
48,000
147
$1.37M 0.08%
102,224
+73,072
148
$1.34M 0.08%
1,026
-4
149
$1.29M 0.08%
73,583
+1,638
150
$1.29M 0.08%
10,501
-382
4 5
6
7 8