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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.17M 0.09%
11,029
-155
127
$2.04M 0.09%
4,353
+782
128
$1.98M 0.09%
113,499
+44,877
129
$1.92M 0.08%
31,856
-1,071
130
$1.91M 0.08%
9,209
+474
131
$1.89M 0.08%
1,545
+217
132
$1.89M 0.08%
32,666
133
$1.88M 0.08%
13,969
+943
134
$1.88M 0.08%
119,139
-429
135
$1.86M 0.08%
44,992
-27,686
136
$1.85M 0.08%
4,008
-61
137
$1.84M 0.08%
16,914
+3,613
138
$1.79M 0.08%
+75,718
139
$1.76M 0.08%
27,340
+650
140
$1.75M 0.08%
38,574
+2,895
141
$1.74M 0.08%
106,699
+890
142
$1.73M 0.07%
32,514
+389
143
$1.72M 0.07%
5,218
-35
144
$1.66M 0.07%
37,710
+4,180
145
$1.6M 0.07%
186,850
+54,774
146
$1.58M 0.07%
16,179
-26,450
147
$1.54M 0.07%
12,741
+198
148
$1.52M 0.07%
47,350
+19,108
149
$1.45M 0.06%
24,961
-3,337
150
$1.45M 0.06%
71,700
-23,060
4 5
6
7 8