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
326
$216K 0.01%
7,680
-16,410
327
$211K 0.01%
14,303
-3,501
328
$211K 0.01%
+4,134
329
$209K 0.01%
1,457
-1,853
330
$207K 0.01%
6,090
-5,195
331
$207K 0.01%
+1,971
332
$207K 0.01%
6,550
333
$206K 0.01%
7,868
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334
$205K 0.01%
+9,702
335
$203K 0.01%
+3,908
336
$200K 0.01%
+1,111
337
$193K 0.01%
16,529
-7,998
338
$181K 0.01%
12,771
339
$176K 0.01%
+44,665
340
$170K 0.01%
+11,771
341
$151K 0.01%
17,843
-2,158
342
$149K 0.01%
13,553
343
$145K 0.01%
11,838
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344
$104K 0.01%
117,371
345
$100K 0.01%
5,410
-9,946
346
$100K 0.01%
+10,305
347
$74K ﹤0.01%
21,545
348
$73K ﹤0.01%
10,000
349
$66K ﹤0.01%
12,947
350
$62K ﹤0.01%
10,182
-1,151
11 12 13
14
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