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
251
$520K 0.03%
+8,176
252
$517K 0.03%
+2,624
253
$516K 0.03%
1,971
+19
254
$515K 0.03%
4,052
+584
255
$515K 0.03%
15,485
256
$514K 0.03%
9,976
+1,805
257
$509K 0.03%
40,125
+27,863
258
$504K 0.03%
37,523
-20,518
259
$495K 0.03%
36,592
-5,727
260
$489K 0.03%
33,671
+1,501
261
$477K 0.03%
+13,498
262
$477K 0.03%
35,822
+5,381
263
$475K 0.03%
13,945
+75
264
$471K 0.03%
6,588
+127
265
$469K 0.03%
+25,834
266
$467K 0.03%
30,414
+15,169
267
$464K 0.03%
38,733
+17,957
268
$462K 0.03%
+11,521
269
$462K 0.03%
5,357
+112
270
$460K 0.03%
36,649
-52,831
271
$451K 0.03%
10,376
-136
272
$448K 0.03%
9,634
-84
273
$447K 0.03%
18,491
+515
274
$446K 0.03%
6,001
275
$445K 0.03%
+7,101
9 10
11
12 13