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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$398K 0.02%
+4,880
252
$398K 0.02%
7,258
-5,794
253
$383K 0.02%
+3,661
254
$381K 0.02%
23,060
255
$378K 0.02%
15,301
+3,938
256
$372K 0.02%
58,720
+780
257
$358K 0.02%
1,908
-171
258
$352K 0.02%
30,874
-34,143
259
$348K 0.02%
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260
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261
$342K 0.02%
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262
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263
$340K 0.02%
22,273
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264
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21,600
-16,277
265
$336K 0.02%
3,335
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266
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271
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22,650
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272
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1,152
-33,866
273
$314K 0.02%
+3,389
274
$312K 0.02%
2,364
-513
275
$311K 0.02%
7,773
+1,746
9 10
11
12 13