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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$322K 0.01%
6,372
+544
277
$320K 0.01%
51,184
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278
$316K 0.01%
640
279
$316K 0.01%
6,700
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280
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281
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544
282
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630
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283
$306K 0.01%
2,903
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284
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285
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13,640
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286
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287
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288
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6,025
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290
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572
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291
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14,570
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292
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293
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294
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295
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296
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7,566
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297
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+2,638
298
$267K 0.01%
1,330
299
$263K 0.01%
5,924
-45
300
$260K 0.01%
3,240
+2,239
10 11
12
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