FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+22.13%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.94B
AUM Growth
+$308M
(+19%)
Cap. Flow
-$30.5M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
48.38%
Holding
375
New
37
Increased
109
Reduced
181
Closed
23
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$24.5M |
| 2 |
Aon
AON
|
$13.4M |
| 3 |
Comcast
CMCSA
|
$6.24M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.74M |
| 5 |
TJX Companies
TJX
|
$4.21M |
Top Sells
| 1 |
Salesforce
CRM
|
$14M |
| 2 |
iShares Global REIT ETF
REET
|
$13.9M |
| 3 |
Southwest Airlines
LUV
|
$10.4M |
| 4 |
Align Technology
ALGN
|
$9.29M |
| 5 |
Goldman Sachs
GS
|
$8.92M |
Sector Composition
| 1 | Communication Services | 19.97% |
| 2 | Technology | 19.84% |
| 3 | Financials | 10.76% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Healthcare | 6.86% |
