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
1
$145M 8.6%
1,229,833
-2,943
2
$126M 7.46%
755,355
+24,712
3
$63.9M 3.79%
1,525,977
-45,526
4
$58.6M 3.47%
998,700
+110,740
5
$55.9M 3.32%
278,437
+3,748
6
$50.2M 2.97%
448,973
-6,039
7
$43.4M 2.57%
1,213,184
-38,098
8
$42.8M 2.53%
385,065
+116,277
9
$38M 2.25%
984,526
+6,800
10
$32.9M 1.95%
817,654
-41,220
11
$30.7M 1.82%
344,840
+205,040
12
$28.9M 1.72%
327,375
-5,413
13
$27.1M 1.61%
297,564
-14,755
14
$24.9M 1.48%
245,892
+124,815
15
$24.1M 1.43%
172,609
-9,111
16
$22.8M 1.35%
394,275
-112,012
17
$22.5M 1.34%
446,997
-145,244
18
$21.4M 1.27%
90,877
+79,609
19
$21M 1.24%
1,210,361
+7,342
20
$20.5M 1.21%
187,118
+33,331
21
$19.9M 1.18%
46,511
+3,197
22
$19.5M 1.16%
240,557
-39,789
23
$19.4M 1.15%
96,628
+2,474
24
$18.5M 1.1%
96,613
-24,459
25
$16.4M 0.97%
733,950
-14,771
1
2 3 4 5