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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98M 0.07%
20,488
-1,008
127
$1.94M 0.07%
18,168
-3,867
128
$1.88M 0.07%
20,830
-634
129
$1.88M 0.07%
22,366
-6,316
130
$1.82M 0.07%
43,619
-4,351
131
$1.79M 0.07%
35,267
-3,725
132
$1.76M 0.07%
50,953
+2,406
133
$1.74M 0.07%
78,374
-5,787
134
$1.74M 0.07%
11,352
+2,800
135
$1.73M 0.07%
+46,679
136
$1.72M 0.06%
16,986
+350
137
$1.66M 0.06%
45,620
+7,456
138
$1.65M 0.06%
10,832
-301
139
$1.64M 0.06%
62,696
-155
140
$1.63M 0.06%
17,887
+151
141
$1.61M 0.06%
9,610
-495
142
$1.58M 0.06%
8,912
+13
143
$1.56M 0.06%
5,399
-880
144
$1.52M 0.06%
50,036
-464
145
$1.45M 0.05%
20,022
+1,102
146
$1.44M 0.05%
11,935
-1,332
147
$1.43M 0.05%
23,730
148
$1.4M 0.05%
18,345
-436
149
$1.39M 0.05%
130,460
-37,747
150
$1.34M 0.05%
10,369
-175
4 5
6
7 8