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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$389K 0.02%
1,376
+302
252
$388K 0.02%
1,165
-21
253
$386K 0.02%
8,128
+35
254
$384K 0.02%
1,536
+198
255
$383K 0.02%
2,002
256
$383K 0.02%
6,021
257
$381K 0.02%
22,235
-5,885
258
$376K 0.02%
6,524
259
$375K 0.02%
16,468
260
$374K 0.02%
6,900
-4,092
261
$372K 0.01%
1,961
+164
262
$369K 0.01%
2,688
-20
263
$367K 0.01%
6,261
264
$367K 0.01%
4,942
265
$367K 0.01%
4,517
+674
266
$364K 0.01%
4,538
-196
267
$358K 0.01%
8,616
-6,115
268
$356K 0.01%
8,770
269
$355K 0.01%
1,860
-227
270
$355K 0.01%
4,945
271
$351K 0.01%
3,536
+41
272
$345K 0.01%
642
273
$339K 0.01%
3,501
-120
274
$332K 0.01%
18,860
-1,487
275
$328K 0.01%
5,696
-344
9 10
11
12 13