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
201
$751K 0.03%
8,795
+422
202
$743K 0.03%
1,631
-1
203
$723K 0.03%
4,167
+1,003
204
$717K 0.03%
5,696
+334
205
$715K 0.03%
+72,949
206
$713K 0.03%
2,380
+781
207
$706K 0.03%
2,418
+484
208
$679K 0.03%
6,318
-865
209
$665K 0.03%
8,220
+594
210
$649K 0.03%
140,163
+82,225
211
$646K 0.03%
28,948
+2,597
212
$644K 0.03%
16,075
213
$643K 0.03%
35,725
-62,590
214
$638K 0.03%
16,278
-1,907
215
$635K 0.03%
3,738
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216
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15,298
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217
$621K 0.03%
73,571
-1,498
218
$617K 0.03%
7,375
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219
$617K 0.03%
5,815
+2,475
220
$617K 0.03%
2,032
-2,560
221
$615K 0.03%
8,729
-59
222
$610K 0.03%
22,456
+6,430
223
$603K 0.03%
27,874
-154
224
$590K 0.03%
7,692
+2,175
225
$582K 0.03%
5,449
-1,379
7 8
9
10 11