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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.08%
21,810
-3,630
127
$1.69M 0.08%
176,197
+27,566
128
$1.69M 0.08%
+73,479
129
$1.64M 0.07%
29,515
130
$1.63M 0.07%
90,596
-9,909
131
$1.62M 0.07%
14,856
-5,921
132
$1.62M 0.07%
2,775
-1,840
133
$1.58M 0.07%
50,950
+3,600
134
$1.56M 0.07%
15,690
135
$1.54M 0.07%
14,225
+7,489
136
$1.53M 0.07%
14,137
+373
137
$1.52M 0.07%
79,187
-14
138
$1.5M 0.07%
11,832
-18,750
139
$1.5M 0.07%
101,199
-428
140
$1.49M 0.07%
19,363
-1,094
141
$1.46M 0.07%
1,594
+2
142
$1.46M 0.07%
3,214
-815
143
$1.44M 0.07%
5,513
-1,828
144
$1.42M 0.06%
33,603
-5,160
145
$1.41M 0.06%
9,106
-5,952
146
$1.37M 0.06%
25,032
-2,896
147
$1.37M 0.06%
66,856
-6,153
148
$1.32M 0.06%
8,526
+6,102
149
$1.32M 0.06%
12,620
+9,046
150
$1.3M 0.06%
11,840
-7,059
4 5
6
7 8