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
201
$742K 0.04%
5,769
-65
202
$742K 0.04%
25,835
-1,217
203
$736K 0.04%
3,630
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204
$730K 0.04%
18,426
+1,284
205
$719K 0.04%
5,609
+508
206
$713K 0.04%
6,024
+23
207
$694K 0.03%
10,993
-21,716
208
$692K 0.03%
9,078
-877
209
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11,487
-6,185
210
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7,948
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211
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+15,762
212
$662K 0.03%
88,682
-65,584
213
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+65,694
214
$653K 0.03%
6,873
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215
$651K 0.03%
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216
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14,327
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217
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47,761
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218
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5,663
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219
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28,802
220
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21,034
-15,055
221
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+44,504
222
$601K 0.03%
16,225
-374
223
$594K 0.03%
13,358
-2,108
224
$590K 0.03%
46,911
-14,334
225
$589K 0.03%
13,094
7 8
9
10 11