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
326
$271K 0.01%
1,226
-44
327
$271K 0.01%
4,671
-845
328
$263K 0.01%
23,587
+476
329
$263K 0.01%
15,483
330
$261K 0.01%
+11,643
331
$257K 0.01%
+1,338
332
$257K 0.01%
1,181
-6
333
$256K 0.01%
5,797
334
$253K 0.01%
5,507
+323
335
$253K 0.01%
+2,224
336
$250K 0.01%
533
+31
337
$250K 0.01%
1,019
+113
338
$250K 0.01%
6,294
+394
339
$248K 0.01%
5,195
+23
340
$247K 0.01%
19,477
-82
341
$247K 0.01%
1,796
-30
342
$246K 0.01%
+4,430
343
$245K 0.01%
11,413
-1,803
344
$243K 0.01%
23,494
345
$242K 0.01%
2,908
346
$238K 0.01%
+4,836
347
$238K 0.01%
+19,842
348
$237K 0.01%
6,412
-22,718
349
$236K 0.01%
+6,111
350
$235K 0.01%
3,138
-1,187
12 13
14
15 16