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
276
$307K 0.02%
24,834
-105,258
277
$306K 0.02%
+12,163
278
$304K 0.02%
6,013
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279
$304K 0.02%
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280
$303K 0.02%
15,927
-18,037
281
$295K 0.02%
2,748
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282
$291K 0.02%
4,728
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283
$285K 0.01%
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284
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17,013
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285
$284K 0.01%
14,253
-25,706
286
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5,000
-1,950
287
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4,690
-2,304
288
$275K 0.01%
+2,758
289
$274K 0.01%
5,363
-276
290
$274K 0.01%
4,646
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291
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292
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293
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2,995
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294
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295
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2,129
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296
$267K 0.01%
+5,868
297
$266K 0.01%
522
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298
$266K 0.01%
+1,619
299
$266K 0.01%
1,734
-1,179
300
$261K 0.01%
6,366
10 11
12
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