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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$261K 0.01%
3,439
-1,156
302
$259K 0.01%
4,900
-3,866
303
$250K 0.01%
+1,825
304
$248K 0.01%
+4,922
305
$247K 0.01%
22,457
-5,613
306
$241K 0.01%
17,960
307
$240K 0.01%
3,964
-893
308
$239K 0.01%
30,103
-10,049
309
$238K 0.01%
1,123
-1,833
310
$237K 0.01%
1,766
-271
311
$237K 0.01%
6,724
-3,000
312
$234K 0.01%
+3,087
313
$234K 0.01%
70,103
-30,148
314
$232K 0.01%
+1,168
315
$232K 0.01%
+1,206
316
$231K 0.01%
14,896
317
$231K 0.01%
17,504
318
$231K 0.01%
2,864
-294
319
$230K 0.01%
1,625
-180
320
$230K 0.01%
+13,329
321
$224K 0.01%
2,311
-3,139
322
$224K 0.01%
2,405
323
$224K 0.01%
+1,147
324
$222K 0.01%
18,753
-3,073
325
$221K 0.01%
+3,014
11 12
13
14 15