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
$1.69B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.3M
3
+$13M
4
DIS icon
Walt Disney
DIS
+$12.9M
5
JPM icon
JPMorgan Chase
JPM
+$12.6M

Top Sells

1
+$20.5M
2
+$19.3M
3
+$18.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.8M
5
SBUX icon
Starbucks
SBUX
+$16.8M

Sector Composition

1 Communication Services 16.77%
2 Financials 12.51%
3 Technology 12.42%
4 Real Estate 8.05%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$593K 0.04%
45,918
+27,918
202
$589K 0.03%
13,867
203
$586K 0.03%
1,952
-19
204
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15,688
+203
205
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3,000
+45
206
$569K 0.03%
6,001
207
$562K 0.03%
+8,632
208
$556K 0.03%
51,454
+15,632
209
$550K 0.03%
16,929
-1,881
210
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-302
211
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12,431
-202
212
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-741
213
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30,065
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214
$523K 0.03%
37,024
+23,214
215
$522K 0.03%
6,814
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216
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2,958
-1,891
217
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218
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10,400
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219
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220
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30,774
-175,606
221
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15,190
-3,260
222
$485K 0.03%
5,095
-262
223
$483K 0.03%
21,329
-11,876
224
$475K 0.03%
2,709
-74
225
$474K 0.03%
4,560
-12,059
7 8
9
10 11