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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$619K 0.03%
+14,863
227
$616K 0.03%
1,969
-1,470
228
$607K 0.03%
3,534
+281
229
$602K 0.03%
14,441
-635
230
$580K 0.03%
2,603
-1
231
$579K 0.03%
43,595
-98,242
232
$574K 0.03%
27,394
+2,087
233
$572K 0.03%
2,171
+61
234
$572K 0.03%
7,187
+3
235
$564K 0.02%
8,004
-568
236
$560K 0.02%
22,994
-33,857
237
$559K 0.02%
6,032
-2,237
238
$554K 0.02%
+27,119
239
$554K 0.02%
10,725
240
$541K 0.02%
11,955
-395
241
$540K 0.02%
4,761
-1,056
242
$539K 0.02%
7,541
+1,715
243
$533K 0.02%
6,308
-1,589
244
$528K 0.02%
+36,440
245
$526K 0.02%
16,847
+1,017
246
$522K 0.02%
4,108
+624
247
$517K 0.02%
52,071
+16,500
248
$509K 0.02%
12,984
-2,085
249
$506K 0.02%
7,037
+1,344
250
$506K 0.02%
3,466
-8,568
8 9
10
11 12