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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$224K 0.01%
+3,342
327
$224K 0.01%
+11,410
328
$223K 0.01%
3,444
329
$220K 0.01%
6,430
-7,026
330
$216K 0.01%
1,245
+94
331
$216K 0.01%
+909
332
$213K 0.01%
4,976
-2,475
333
$207K 0.01%
810
+10
334
$204K 0.01%
+2,461
335
$202K 0.01%
15,094
336
$201K 0.01%
+725
337
$196K 0.01%
18,611
338
$193K 0.01%
+27,000
339
$172K 0.01%
10,559
340
$170K 0.01%
10,658
341
$164K 0.01%
21,464
+601
342
$160K 0.01%
+13,361
343
$143K 0.01%
12,393
344
$120K ﹤0.01%
11,331
-146
345
$117K ﹤0.01%
10,000
346
$114K ﹤0.01%
10,446
347
$106K ﹤0.01%
21,000
348
$93.9K ﹤0.01%
20,876
349
$92.7K ﹤0.01%
11,150
350
$74.5K ﹤0.01%
45,696
12 13
14
15 16