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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.32M 0.05%
4,576
+29
152
$1.29M 0.05%
20,630
+246
153
$1.28M 0.05%
10,540
+1,128
154
$1.27M 0.05%
12,801
-743
155
$1.27M 0.05%
26,176
-1,544
156
$1.26M 0.05%
2,588
-21
157
$1.24M 0.05%
23,732
-3,312
158
$1.24M 0.05%
15,110
+3,844
159
$1.23M 0.05%
5,093
+200
160
$1.2M 0.05%
12,291
-756
161
$1.16M 0.04%
10,254
-452
162
$1.15M 0.04%
9,952
+77
163
$1.13M 0.04%
10,691
164
$1.11M 0.04%
9,562
-62
165
$1.1M 0.04%
5,737
+340
166
$1.09M 0.04%
21,504
+7,858
167
$1.09M 0.04%
3,760
-141
168
$1.06M 0.04%
5,738
-116
169
$1.05M 0.04%
4,670
-426
170
$1.04M 0.04%
871
-435
171
$989K 0.04%
3,331
-10
172
$988K 0.04%
5,580
+309
173
$988K 0.04%
23,176
-1,403
174
$979K 0.04%
2,086
-59
175
$978K 0.04%
3,377
+127
5 6
7
8 9