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
176
$1.02M 0.04%
7,603
+577
177
$1M 0.04%
7,592
+45
178
$994K 0.04%
16,861
-174
179
$970K 0.04%
18,830
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180
$948K 0.04%
4,271
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181
$946K 0.04%
8,569
-4,061
182
$932K 0.04%
4,555
-616
183
$931K 0.04%
27,631
+1,602
184
$931K 0.04%
3,289
+1,166
185
$898K 0.04%
2,217
+170
186
$893K 0.04%
6,446
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187
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3,351
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188
$848K 0.04%
77,668
+22,789
189
$846K 0.04%
8,405
-7,938
190
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8,831
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191
$834K 0.04%
4,148
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192
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4,767
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193
$827K 0.04%
28,836
+1,149
194
$821K 0.04%
701
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195
$812K 0.04%
11,748
-4,737
196
$803K 0.03%
3,571
-973
197
$790K 0.03%
8,144
-493
198
$782K 0.03%
1,797
+210
199
$762K 0.03%
2,496
+108
200
$761K 0.03%
20,468
+1,287
6 7
8
9 10