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
$2.66B
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.67M
3
+$8.73M
4
QCOM icon
Qualcomm
QCOM
+$7.03M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.34M

Top Sells

1
+$8.7M
2
+$7.97M
3
+$5.04M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.52M

Sector Composition

1 Technology 27.58%
2 Financials 7.5%
3 Communication Services 5.16%
4 Consumer Discretionary 4.87%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$683K 0.03%
8,554
+943
202
$677K 0.03%
16,221
203
$676K 0.03%
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204
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205
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206
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4,980
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208
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209
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211
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212
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213
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214
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3,119
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215
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216
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218
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220
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66,107
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221
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222
$542K 0.02%
9,290
223
$540K 0.02%
7,024
224
$535K 0.02%
9,882
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225
$531K 0.02%
20,171
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