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
276
$388K 0.02%
9,504
+5,023
277
$387K 0.02%
2,235
-635
278
$378K 0.02%
2,891
+44
279
$376K 0.02%
+7,500
280
$373K 0.02%
16,026
281
$364K 0.02%
15,399
+9,401
282
$363K 0.02%
6,620
-94
283
$362K 0.02%
8,730
284
$358K 0.02%
22,715
-109
285
$357K 0.02%
2,786
-402
286
$354K 0.02%
+10,444
287
$348K 0.02%
2,413
+6
288
$347K 0.02%
+10,996
289
$337K 0.01%
27,418
-441
290
$330K 0.01%
3,674
+50
291
$328K 0.01%
1,443
-236
292
$328K 0.01%
29,907
-22,488
293
$327K 0.01%
2,304
-1,332
294
$326K 0.01%
5,588
-116
295
$325K 0.01%
24,811
+7,581
296
$325K 0.01%
2,266
-297
297
$323K 0.01%
+3,128
298
$322K 0.01%
6,787
-38
299
$319K 0.01%
15,620
300
$319K 0.01%
2,759
-5,728
10 11
12
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