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
$2.02B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.7M
3
+$11.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.96M
5
GLD icon
SPDR Gold Trust
GLD
+$9.15M

Top Sells

1
+$19.4M
2
+$15.7M
3
+$15.3M
4
IAU icon
iShares Gold Trust
IAU
+$10.2M
5
FOXA icon
Fox Class A
FOXA
+$9.8M

Sector Composition

1 Communication Services 18.57%
2 Technology 15.56%
3 Financials 11.33%
4 Healthcare 7.45%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.07%
54,565
-3,109
152
$1.45M 0.07%
15,613
+172
153
$1.44M 0.07%
6,792
+2,264
154
$1.44M 0.07%
128,133
+24,908
155
$1.44M 0.07%
49,290
-664,845
156
$1.41M 0.07%
969
-46
157
$1.39M 0.07%
16,009
-127
158
$1.36M 0.07%
64,405
-2,296
159
$1.35M 0.07%
83,521
+4,137
160
$1.34M 0.07%
21,757
+3,632
161
$1.33M 0.07%
11,475
+999
162
$1.3M 0.06%
43,000
-5,000
163
$1.24M 0.06%
75,607
+7,821
164
$1.23M 0.06%
29,753
-185,245
165
$1.2M 0.06%
33,052
166
$1.15M 0.06%
101,136
+61,364
167
$1.15M 0.06%
5,395
+1,099
168
$1.13M 0.06%
188,124
+108,981
169
$1.13M 0.06%
37,800
170
$1.12M 0.06%
63,891
+2,223
171
$1.1M 0.05%
55,782
-14,564
172
$1.1M 0.05%
14,157
+234
173
$1.06M 0.05%
48,352
-5,082
174
$1.05M 0.05%
5,981
+2,796
175
$1.03M 0.05%
19,075
-3,240
5 6
7
8 9