FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$500K 0.03%
+5,450
227
$499K 0.03%
+5,396
228
$487K 0.03%
87,679
-1,480
229
$483K 0.03%
24,090
-25,200
230
$480K 0.03%
33,964
+21,966
231
$470K 0.03%
34,719
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232
$452K 0.03%
28,802
233
$447K 0.03%
11,285
+3,245
234
$445K 0.03%
31,103
+12,894
235
$443K 0.03%
58,488
-23,175
236
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25,128
-707
237
$437K 0.03%
24,976
+4,075
238
$435K 0.03%
24,000
-19,000
239
$433K 0.03%
18,030
+200
240
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-27
241
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242
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243
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14,404
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244
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16,111
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245
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2,878
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246
$402K 0.02%
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247
$401K 0.02%
7,461
-697
248
$397K 0.02%
4,301
+554
249
$395K 0.02%
6,994
-3,286
250
$394K 0.02%
+2,913
8 9
10
11 12