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
$2.16B
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
1
$267M 12.41%
1,271,313
-7,050
2
$226M 10.5%
864,167
-1,789
3
$106M 4.93%
2,951,541
+103,695
4
$95.8M 4.45%
1,303,680
-14,060
5
$76.9M 3.57%
488,480
-10,220
6
$54.1M 2.51%
1,663,130
-32,450
7
$48.9M 2.27%
962,408
+458,463
8
$48.4M 2.25%
227,240
-4,330
9
$47.4M 2.2%
409,040
-3,600
10
$45.6M 2.12%
367,791
-9,574
11
$44.8M 2.08%
269,984
-2,135
12
$44.2M 2.05%
130,808
-29,572
13
$37.1M 1.72%
1,005,020
+24,526
14
$29.6M 1.37%
284,981
+9,620
15
$27.7M 1.29%
166,428
-2,427
16
$25.5M 1.18%
101,398
+133
17
$24.3M 1.13%
154,461
-1,433
18
$23.8M 1.1%
316,769
-11,511
19
$22.7M 1.05%
652,490
-31,373
20
$21.5M 1%
107,559
-93
21
$20.1M 0.93%
208,438
+4,539
22
$19.9M 0.92%
168,713
-3,820
23
$19.1M 0.89%
720,945
+3,966
24
$18.3M 0.85%
32,464
-2,473
25
$18.2M 0.84%
498,928
+267,026
1
2 3 4 5