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
326
$271K 0.02%
1,959
-1,948
327
$267K 0.02%
23,979
328
$267K 0.02%
10,347
+10
329
$263K 0.02%
5,066
-5,858
330
$261K 0.02%
2,922
+448
331
$260K 0.02%
2,225
-322
332
$257K 0.02%
4,399
+49
333
$255K 0.02%
4,250
334
$250K 0.02%
1,236
+33
335
$250K 0.02%
+52,000
336
$245K 0.02%
4,115
+74
337
$245K 0.02%
+9,670
338
$241K 0.02%
1,985
339
$237K 0.02%
+10,000
340
$235K 0.01%
+17,777
341
$233K 0.01%
+2,550
342
$224K 0.01%
6,090
+826
343
$217K 0.01%
15,950
+510
344
$216K 0.01%
2,893
345
$215K 0.01%
4,271
-772
346
$215K 0.01%
+4,315
347
$214K 0.01%
4,486
-4,800
348
$211K 0.01%
1,339
+30
349
$205K 0.01%
1,566
+14
350
$204K 0.01%
3,938
-971
12 13
14
15 16