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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.16M 0.11%
50,869
-30,600
127
$2.13M 0.11%
44,856
+1,381
128
$2.1M 0.1%
66,340
-50
129
$2.04M 0.1%
16,879
+242
130
$2.04M 0.1%
69,106
+1,362
131
$2.02M 0.1%
123,934
132
$1.99M 0.1%
26,212
133
$1.96M 0.1%
21,718
+4
134
$1.89M 0.09%
6,930
135
$1.73M 0.09%
12,036
136
$1.71M 0.08%
65,252
-10,999
137
$1.69M 0.08%
15,673
+12,364
138
$1.66M 0.08%
100,115
+39,265
139
$1.64M 0.08%
6,787
+2,423
140
$1.63M 0.08%
30,717
+16,074
141
$1.61M 0.08%
7,583
-71,725
142
$1.6M 0.08%
86,607
-2,159
143
$1.59M 0.08%
45,187
+30,171
144
$1.58M 0.08%
13,322
145
$1.58M 0.08%
53,472
-116
146
$1.57M 0.08%
11,524
-312
147
$1.54M 0.08%
44,865
+10,275
148
$1.53M 0.08%
16,295
+2,899
149
$1.52M 0.08%
50,361
-3,630
150
$1.52M 0.08%
25,444
-30
4 5
6
7 8