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
$2.31B
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
1
$398M 17.21%
1,169,507
-51,841
2
$93.4M 4.04%
772,271
-51,006
3
$66.5M 2.87%
342,928
-49,067
4
$65.9M 2.85%
367,483
-245
5
$61.6M 2.66%
472,793
-22,829
6
$60.7M 2.62%
177,924
-13,519
7
$55.6M 2.4%
124,693
-7,715
8
$55.4M 2.39%
193,050
-285
9
$40.3M 1.74%
505,112
+38,224
10
$37.2M 1.61%
551,728
-19,664
11
$35.9M 1.55%
367,883
-3,682
12
$33.3M 1.44%
412,100
-17,420
13
$32.3M 1.39%
369,496
-11,281
14
$28.9M 1.25%
60,105
+292
15
$28.2M 1.22%
71,720
-6,117
16
$25.1M 1.09%
172,845
-13,362
17
$25.1M 1.09%
856,633
+21,346
18
$24.5M 1.06%
108,699
-8,529
19
$24.3M 1.05%
429,030
-3,305
20
$23.7M 1.03%
123,344
+15,900
21
$23.2M 1%
109,233
-19,203
22
$22.8M 0.99%
145,092
+197
23
$22.3M 0.96%
305,364
+7,948
24
$21.7M 0.94%
190,762
+1,271
25
$21.1M 0.91%
541,438
-45,761
1
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