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
351
$199K 0.01%
5,062
-3
352
$194K 0.01%
+13,502
353
$191K 0.01%
30,281
-3,666
354
$190K 0.01%
18,401
-30,529
355
$184K 0.01%
13,810
+3,077
356
$180K 0.01%
+18,000
357
$171K 0.01%
+17,232
358
$154K 0.01%
14,151
359
$149K 0.01%
12,908
360
$148K 0.01%
17,843
361
$144K 0.01%
11,628
362
$143K 0.01%
+11,000
363
$106K 0.01%
3,117
364
$98K 0.01%
15,126
+2,500
365
$92K 0.01%
+11,766
366
$90K 0.01%
12,568
367
$89K 0.01%
16,900
368
$83K 0.01%
1,000
369
$65K ﹤0.01%
10,000
370
$63K ﹤0.01%
18,240
-227,500
371
$61K ﹤0.01%
15,289
372
$60K ﹤0.01%
+2,000
373
$55K ﹤0.01%
+10,069
374
$53K ﹤0.01%
2,940
375
$45K ﹤0.01%
17,506
13 14
15
16 17