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
276
$445K 0.03%
+30,000
277
$444K 0.03%
21,667
-90,702
278
$441K 0.03%
+5,500
279
$433K 0.03%
+8,000
280
$432K 0.03%
17,554
-467
281
$425K 0.03%
2,770
-1,077
282
$420K 0.03%
+1,600
283
$419K 0.03%
2,783
284
$416K 0.03%
5,754
-125
285
$415K 0.03%
27,880
-6,120
286
$411K 0.03%
2,162
+196
287
$411K 0.03%
10,275
-13
288
$407K 0.03%
30,591
289
$404K 0.03%
28,933
+1,354
290
$397K 0.03%
2,505
+1,628
291
$397K 0.03%
5,963
292
$397K 0.03%
10,009
293
$389K 0.02%
9,000
294
$378K 0.02%
+24,510
295
$376K 0.02%
29,152
+17,914
296
$370K 0.02%
5,416
-2,418
297
$370K 0.02%
12,978
298
$363K 0.02%
+5,142
299
$363K 0.02%
2,370
+217
300
$357K 0.02%
5,702
+20
10 11
12
13 14