FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+4.04%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$2.65B
AUM Growth
+$37.8M
(+1.4%)
Cap. Flow
-$51.7M
Cap. Flow
% of AUM
-1.95%
Top 10 Holdings %
Top 10 Hldgs %
45.61%
Holding
451
New
20
Increased
109
Reduced
169
Closed
96
Top Buys
| 1 |
CoStar Group
CSGP
|
$5.11M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.78M |
| 3 |
Mercado Libre
MELI
|
$4.22M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.17M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$3.48M |
Top Sells
| 1 |
Broadcom
AVGO
|
$8.84M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$7.8M |
| 3 |
Microsoft
MSFT
|
$6.18M |
| 4 |
Lowe's Companies
LOW
|
$5.67M |
| 5 |
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% |
