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
276
$306K 0.02%
20,850
+55
277
$305K 0.02%
6,263
+250
278
$302K 0.02%
2,605
+852
279
$299K 0.02%
3,981
-592
280
$296K 0.02%
12,382
281
$288K 0.02%
2,877
-4,722
282
$283K 0.02%
38,593
-11,924
283
$283K 0.02%
+3,366
284
$280K 0.02%
6,366
285
$277K 0.02%
6,079
-430
286
$277K 0.02%
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287
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4,595
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288
$271K 0.02%
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289
$270K 0.02%
28,070
-4,872
290
$269K 0.02%
20,808
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291
$265K 0.02%
15,356
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292
$262K 0.02%
17,784
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293
$253K 0.02%
5,233
294
$252K 0.02%
1,609
-422
295
$251K 0.02%
17,804
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296
$251K 0.02%
11,363
-3,464
297
$251K 0.02%
40,152
-7,609
298
$250K 0.02%
21,826
+1,801
299
$248K 0.02%
2,037
+8
300
$244K 0.02%
767
+157
10 11
12
13 14