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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$242K 0.01%
24,527
-464
302
$238K 0.01%
5,639
-1,163
303
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+541
304
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305
$232K 0.01%
3,158
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306
$231K 0.01%
4,374
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307
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+1,805
308
$231K 0.01%
6,550
309
$227K 0.01%
17,504
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310
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4,857
+1,370
311
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2,743
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312
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313
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2,641
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314
$215K 0.01%
+2,405
315
$206K 0.01%
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316
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317
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318
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11,702
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319
$192K 0.01%
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320
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17,960
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321
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322
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14,490
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323
$161K 0.01%
7,931
+242
324
$145K 0.01%
20,001
325
$140K 0.01%
30,613
+11,570
11 12
13
14 15