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
276
$326K 0.01%
3,233
277
$326K 0.01%
4,215
278
$320K 0.01%
25,191
-1,581
279
$319K 0.01%
88
-7
280
$312K 0.01%
9,684
-1,997
281
$308K 0.01%
5,395
-271,809
282
$303K 0.01%
11,349
-1,793
283
$300K 0.01%
1,238
-212
284
$298K 0.01%
7,136
-8,845
285
$296K 0.01%
2,003
+451
286
$288K 0.01%
7,478
+236
287
$285K 0.01%
713
-151
288
$283K 0.01%
6,357
-2,459
289
$283K 0.01%
1,118
-27
290
$279K 0.01%
1,527
+4
291
$279K 0.01%
19,450
292
$278K 0.01%
3,255
293
$277K 0.01%
3,370
-99
294
$276K 0.01%
10,260
-168
295
$275K 0.01%
41,722
+726
296
$271K 0.01%
+1,098
297
$269K 0.01%
1,726
-39
298
$267K 0.01%
14,295
299
$265K 0.01%
+6,035
300
$261K 0.01%
625
+91
10 11
12
13 14