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
$2.16B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.5M
3
+$10.1M
4
UBER icon
Uber
UBER
+$9.74M
5
SCHW icon
Charles Schwab
SCHW
+$9.21M

Top Sells

1
+$16.5M
2
+$10M
3
+$8M
4
REET icon
iShares Global REIT ETF
REET
+$2.9M
5
AMZN icon
Amazon
AMZN
+$1.61M

Sector Composition

1 Technology 20.26%
2 Communication Services 20%
3 Financials 10.7%
4 Consumer Discretionary 10.24%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.06%
28,128
+1,678
152
$1.37M 0.06%
16,988
-262
153
$1.35M 0.06%
10,778
-387
154
$1.31M 0.06%
83,317
-1,335
155
$1.31M 0.06%
9,737
+2,104
156
$1.3M 0.06%
32,929
-6,432
157
$1.25M 0.06%
21,411
-2,042
158
$1.25M 0.06%
20,993
-5,621
159
$1.24M 0.06%
91,800
+15,520
160
$1.24M 0.06%
11,388
+1,297
161
$1.23M 0.06%
24,580
+3,640
162
$1.21M 0.06%
44,460
-6,244
163
$1.21M 0.06%
56,030
+46,328
164
$1.18M 0.05%
47,344
-10,370
165
$1.17M 0.05%
36,953
166
$1.17M 0.05%
22,497
-3,647
167
$1.14M 0.05%
47,394
-3,814
168
$1.12M 0.05%
4,740
-69,922
169
$1.11M 0.05%
3,790
-413
170
$1.11M 0.05%
274,456
-39,166
171
$1.08M 0.05%
13,521
+1,262
172
$1.08M 0.05%
6,517
-204
173
$1.07M 0.05%
191,817
-12,530
174
$1.06M 0.05%
104,634
-3,704
175
$1.05M 0.05%
19,455
-857
5 6
7
8 9