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
176
$1.02M 0.05%
6,357
177
$980K 0.05%
9,671
-729
178
$937K 0.05%
4,266
+140
179
$931K 0.05%
2,392
+88
180
$929K 0.05%
157,840
+111,280
181
$894K 0.04%
6,549
+3,245
182
$874K 0.04%
44,299
+22,763
183
$865K 0.04%
81,663
-6,788
184
$858K 0.04%
+199,987
185
$856K 0.04%
40,096
-1,578
186
$851K 0.04%
16,916
-4,730
187
$837K 0.04%
4,378
+5
188
$817K 0.04%
7,599
+3
189
$812K 0.04%
51,246
190
$800K 0.04%
11,522
+193
191
$798K 0.04%
10,750
-5,177
192
$793K 0.04%
17,840
+2,201
193
$787K 0.04%
13,000
+1,496
194
$785K 0.04%
11,084
195
$784K 0.04%
28,125
+8,850
196
$779K 0.04%
10,280
197
$770K 0.04%
94,098
+19,802
198
$763K 0.04%
7,051
+1,145
199
$761K 0.04%
89,159
-8,257
200
$743K 0.04%
59,175
+24,917
6 7
8
9 10