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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$316K 0.01%
1,448
-536
302
$312K 0.01%
26,544
+14,084
303
$311K 0.01%
18,520
304
$309K 0.01%
2,008
-15
305
$309K 0.01%
947
+1
306
$308K 0.01%
3,459
+283
307
$308K 0.01%
6,487
-693
308
$307K 0.01%
+9,368
309
$306K 0.01%
4,080
-70
310
$303K 0.01%
4,349
+105
311
$302K 0.01%
40,173
+22
312
$299K 0.01%
6,281
+901
313
$299K 0.01%
3,937
-365
314
$296K 0.01%
2,760
-585
315
$292K 0.01%
1,508
-383
316
$292K 0.01%
4,037
-900
317
$286K 0.01%
30,877
-1,968
318
$286K 0.01%
6,211
-566
319
$285K 0.01%
2,400
-82
320
$282K 0.01%
+3,406
321
$281K 0.01%
14,302
-7,012
322
$277K 0.01%
+3,554
323
$275K 0.01%
24,177
324
$274K 0.01%
2,405
-118
325
$272K 0.01%
4,500
11 12
13
14 15