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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$356K 0.02%
3,079
+64
302
$340K 0.02%
+18,488
303
$340K 0.02%
3,309
304
$338K 0.02%
11,339
+3,339
305
$325K 0.02%
17,486
-28,210
306
$322K 0.02%
+16,160
307
$321K 0.02%
2,154
+35
308
$321K 0.02%
6,377
-316
309
$320K 0.02%
3,039
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310
$314K 0.02%
6,485
-5
311
$313K 0.02%
8,622
-848
312
$309K 0.02%
8,820
313
$308K 0.02%
3,564
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314
$299K 0.02%
7,338
-2,794
315
$291K 0.02%
5,106
-110
316
$288K 0.02%
6,320
+284
317
$285K 0.02%
4,894
-404
318
$283K 0.02%
+5,958
319
$279K 0.02%
25,400
+12,192
320
$279K 0.02%
8,102
321
$278K 0.02%
2,439
-180
322
$277K 0.02%
8,291
-2,266
323
$275K 0.02%
10,711
+33
324
$275K 0.02%
7,223
+123
325
$272K 0.02%
4,454
+24
11 12
13
14 15