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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$623K 0.04%
5,789
-2,387
227
$610K 0.04%
+33,055
228
$607K 0.04%
34,422
229
$595K 0.04%
6,016
+1,101
230
$591K 0.04%
4,512
+1,905
231
$587K 0.04%
10,452
-5,873
232
$587K 0.04%
52,542
+4,863
233
$584K 0.04%
18,810
+156
234
$582K 0.04%
4,351
-6,467
235
$581K 0.04%
18,337
+4,329
236
$575K 0.04%
2,955
-212
237
$572K 0.04%
9,291
-718
238
$563K 0.04%
+35,000
239
$563K 0.04%
44,573
+20,457
240
$560K 0.04%
+18,855
241
$547K 0.03%
12,633
-2,778
242
$541K 0.03%
+4,210
243
$540K 0.03%
7,684
+454
244
$538K 0.03%
18,450
-6,790
245
$537K 0.03%
+5,253
246
$533K 0.03%
8,914
+36
247
$530K 0.03%
+8,016
248
$528K 0.03%
13,867
-1,200
249
$527K 0.03%
+1,878
250
$524K 0.03%
+5,088
8 9
10
11 12