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
201
$757K 0.04%
37,487
+3,053
202
$754K 0.04%
69,988
-18,768
203
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13,040
204
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205
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3,223
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206
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16,111
207
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18,371
+3,903
208
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3,259
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209
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76,330
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210
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211
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61,354
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212
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213
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3,433
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214
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3,045
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215
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3,293
216
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217
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18,880
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218
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10,470
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219
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220
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221
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164,328
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222
$578K 0.03%
36,603
+9,500
223
$569K 0.03%
+11,175
224
$559K 0.03%
24,000
225
$558K 0.03%
23,203
-2,966
7 8
9
10 11