FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$210K 0.01%
1,600
-1,125
327
$210K 0.01%
12,375
328
$208K 0.01%
10,658
329
$208K 0.01%
909
-207
330
$208K 0.01%
10,559
331
$204K 0.01%
+4,500
332
$200K 0.01%
665
+305
333
$195K 0.01%
+1,050
334
$193K 0.01%
838
335
$192K 0.01%
2,409
-55
336
$189K 0.01%
12,590
337
$187K 0.01%
4,113
+4
338
$182K 0.01%
13,683
+1,078
339
$181K 0.01%
1,403
+103
340
$181K 0.01%
18,611
341
$178K 0.01%
899
342
$177K 0.01%
3,270
+548
343
$173K 0.01%
2,742
+468
344
$169K 0.01%
8,307
+717
345
$162K 0.01%
642
346
$158K 0.01%
+50
347
$157K 0.01%
2,001
348
$155K 0.01%
371
349
$154K 0.01%
10,738
350
$151K 0.01%
+1,112
12 13
14
15 16