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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.06%
44,348
-35,131
152
$1.29M 0.06%
2,808
-3,712
153
$1.29M 0.06%
4,358
-8,725
154
$1.23M 0.06%
22,941
+320
155
$1.23M 0.06%
30,603
-6,536
156
$1.22M 0.06%
2,499
-2,208
157
$1.2M 0.05%
11,342
-2,574
158
$1.2M 0.05%
3,850
-1,339
159
$1.19M 0.05%
3,291
-423
160
$1.17M 0.05%
20,423
-357
161
$1.17M 0.05%
24,129
-4,793
162
$1.17M 0.05%
5,556
-2,725
163
$1.15M 0.05%
61,263
+57
164
$1.12M 0.05%
11,564
+2,071
165
$1.11M 0.05%
8,476
-10,297
166
$1.1M 0.05%
20,916
-21,912
167
$1.1M 0.05%
5,741
+145
168
$1.09M 0.05%
3,684
-990
169
$1.08M 0.05%
35,560
-17,102
170
$1.06M 0.05%
28,117
+460
171
$1.05M 0.05%
4,171
+1,755
172
$1.02M 0.05%
25,905
+19,445
173
$1.01M 0.05%
3,494
-1,351
174
$977K 0.04%
19,449
-31,450
175
$958K 0.04%
21,838
-11,355
5 6
7
8 9