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
$2.31B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$10.9M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$10.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.4M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$12.8M
4
AAPL icon
Apple
AAPL
+$9.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.17M

Sector Composition

1 Technology 27.91%
2 Financials 10.03%
3 Communication Services 8.27%
4 Industrials 7%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45M 0.06%
+48,376
152
$1.45M 0.06%
6,860
-669
153
$1.44M 0.06%
15,690
154
$1.44M 0.06%
38,086
-95
155
$1.43M 0.06%
34,438
+2,998
156
$1.41M 0.06%
16,044
-19,247
157
$1.41M 0.06%
88,750
158
$1.41M 0.06%
31,543
-7,753
159
$1.4M 0.06%
20,913
-26
160
$1.36M 0.06%
7,610
+1,526
161
$1.33M 0.06%
8,886
+365
162
$1.31M 0.06%
10,979
+766
163
$1.3M 0.06%
2,924
-272
164
$1.29M 0.06%
24,735
-5,780
165
$1.26M 0.05%
5,101
+281
166
$1.25M 0.05%
+42,662
167
$1.22M 0.05%
16,416
+110
168
$1.18M 0.05%
16,136
+193
169
$1.15M 0.05%
34,276
+7,161
170
$1.14M 0.05%
25,010
-44
171
$1.08M 0.05%
17,413
+643
172
$1.08M 0.05%
10,820
-844
173
$1.07M 0.05%
6,797
-401
174
$1.03M 0.04%
1,977
+126
175
$1.02M 0.04%
42,060
+789
5 6
7
8 9