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
$2.19B
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$12M
3
+$7.47M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.87M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.95M

Top Sells

1
+$29.4M
2
+$11.2M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.3M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 29.54%
2 Financials 9.05%
3 Healthcare 5.74%
4 Communication Services 5.36%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$406M 18.49%
1,078,877
-78,203
2
$89.6M 4.09%
636,108
-79,658
3
$85.5M 3.9%
178,959
+50,929
4
$60.2M 2.74%
396,178
-55,818
5
$57.3M 2.61%
364,262
-2,860
6
$54.8M 2.5%
646,167
+41,628
7
$53.2M 2.42%
149,188
-14,753
8
$50.9M 2.32%
264,503
-53,652
9
$47.4M 2.16%
674,260
+34,836
10
$42.2M 1.92%
449,496
+79,580
11
$34.5M 1.57%
627,027
+10,230
12
$31.4M 1.43%
960,304
+40,155
13
$31M 1.41%
398,227
+50,823
14
$30.3M 1.38%
1,211,962
+40,882
15
$30M 1.37%
318,614
-7,096
16
$27.1M 1.24%
184,037
-9,425
17
$27.1M 1.23%
51,461
-12,145
18
$25.1M 1.15%
147,750
-10,758
19
$24.5M 1.12%
356,124
-16,067
20
$24.3M 1.11%
56,862
-10,756
21
$24M 1.09%
414,349
+62,286
22
$23.1M 1.05%
375,531
-23,054
23
$22.3M 1.01%
440,034
+66,924
24
$22.1M 1.01%
349,402
+51,616
25
$20.7M 0.94%
551,411
+33,983
1
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