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
251
$393K 0.02%
11,100
+1,937
252
$387K 0.02%
30,591
253
$385K 0.02%
8,080
-998
254
$384K 0.02%
8,106
+1,160
255
$382K 0.02%
4,113
256
$379K 0.02%
+3,310
257
$379K 0.02%
+3,869
258
$370K 0.02%
5,963
259
$368K 0.02%
2,079
-48
260
$361K 0.02%
100,251
+22,334
261
$357K 0.02%
6,012
-12
262
$352K 0.02%
3,545
-3,004
263
$351K 0.02%
+8,135
264
$340K 0.02%
+3,907
265
$337K 0.02%
+2,046
266
$331K 0.02%
9,724
267
$331K 0.02%
8,766
-2,227
268
$329K 0.02%
2,755
-58
269
$328K 0.02%
23,850
+1,313
270
$326K 0.02%
5,488
-377
271
$325K 0.02%
12,511
272
$322K 0.02%
7,301
-139,151
273
$321K 0.02%
57,940
-36,158
274
$317K 0.02%
+6,950
275
$313K 0.02%
23,060
+6,900
9 10
11
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