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
176
$1.04M 0.05%
9,223
-5,380
177
$1.02M 0.05%
16,974
+8,400
178
$984K 0.05%
14,301
-179
179
$969K 0.05%
26,812
-1,920
180
$966K 0.04%
45,887
+12
181
$946K 0.04%
8,358
+64
182
$940K 0.04%
13,552
+900
183
$919K 0.04%
8,360
+6,389
184
$918K 0.04%
4,159
+224
185
$913K 0.04%
15,872
+2,998
186
$911K 0.04%
4,255
+2
187
$911K 0.04%
10,999
+5,308
188
$909K 0.04%
+96,750
189
$902K 0.04%
10,297
-244
190
$868K 0.04%
5,822
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191
$856K 0.04%
82,181
-48,811
192
$847K 0.04%
1,919
-120
193
$838K 0.04%
55,537
-7,639
194
$802K 0.04%
14,449
+334
195
$796K 0.04%
8,714
+5,325
196
$794K 0.04%
23,598
-1,194
197
$772K 0.04%
22,500
198
$771K 0.04%
6,631
-101
199
$770K 0.04%
16,504
-14,127
200
$760K 0.04%
+12,397
6 7
8
9 10