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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.9M 0.09%
34,801
+7,367
127
$1.84M 0.09%
160,417
-11,579
128
$1.81M 0.08%
13,055
+1,522
129
$1.75M 0.08%
27,132
130
$1.73M 0.08%
292,655
-3,052
131
$1.72M 0.08%
17,211
-220
132
$1.72M 0.08%
52,303
+5,602
133
$1.7M 0.08%
14,573
+688
134
$1.69M 0.08%
49,324
-4,604
135
$1.69M 0.08%
4,411
+1,741
136
$1.67M 0.08%
77,658
-5,215
137
$1.66M 0.08%
31,359
-7,594
138
$1.55M 0.07%
17,837
+7,224
139
$1.54M 0.07%
96,485
-14,896
140
$1.53M 0.07%
32,871
-594
141
$1.52M 0.07%
72,406
-138,072
142
$1.49M 0.07%
131,421
-10,315
143
$1.48M 0.07%
8,857
-66
144
$1.48M 0.07%
7,487
+596
145
$1.46M 0.07%
105,614
+17,500
146
$1.46M 0.07%
50,609
-4,014
147
$1.44M 0.07%
18,225
+934
148
$1.43M 0.07%
50,956
+4,012
149
$1.41M 0.07%
10,409
-155
150
$1.41M 0.07%
9,686
-107
4 5
6
7 8