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
251
$500K 0.02%
28,850
252
$499K 0.02%
3,719
+1,356
253
$486K 0.02%
25,346
254
$480K 0.02%
+12,502
255
$468K 0.02%
11,669
+6,938
256
$463K 0.02%
3,937
-88
257
$460K 0.02%
17,268
+268
258
$458K 0.02%
2,941
-3,033
259
$457K 0.02%
2,729
+658
260
$456K 0.02%
3,316
+28
261
$454K 0.02%
5,949
-1,499
262
$448K 0.02%
4,907
-196
263
$439K 0.02%
917
+21
264
$438K 0.02%
10,447
-7,701
265
$438K 0.02%
41,446
+4,812
266
$434K 0.02%
13,196
-223,721
267
$427K 0.02%
1,439
-554
268
$415K 0.02%
5,495
-55
269
$413K 0.02%
+10,098
270
$409K 0.02%
1,366
+81
271
$401K 0.02%
1,319
-48
272
$398K 0.02%
3,680
-458
273
$391K 0.02%
+20,550
274
$390K 0.02%
2,621
-117
275
$390K 0.02%
3,317
+400
9 10
11
12 13