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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.07%
15,806
-421
152
$1.24M 0.07%
95,020
+22,661
153
$1.21M 0.07%
60,480
-357
154
$1.21M 0.07%
68,660
-2,678
155
$1.15M 0.07%
46,200
+3,360
156
$1.15M 0.07%
+15,036
157
$1.14M 0.07%
45,833
+3,006
158
$1.14M 0.07%
19,257
+584
159
$1.1M 0.07%
33,052
160
$1.1M 0.07%
106,945
-15,930
161
$1.09M 0.06%
19,255
-18,913
162
$1.08M 0.06%
39,211
+124
163
$1.08M 0.06%
53,412
-8,520
164
$1.08M 0.06%
13,052
-3,940
165
$1.03M 0.06%
+11,712
166
$1.03M 0.06%
27,680
-17,314
167
$1.01M 0.06%
5,597
+170
168
$983K 0.06%
51,977
-51,400
169
$930K 0.06%
16,193
-17,438
170
$910K 0.05%
42,102
+6,970
171
$897K 0.05%
6,386
-4,269
172
$893K 0.05%
11,084
-51
173
$892K 0.05%
107,089
-1,087
174
$886K 0.05%
8,125
-5,777
175
$874K 0.05%
34,770
-21
5 6
7
8 9