FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$24.3M
2
+$13M
3
+$6.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.69M
5
TJX icon
TJX Companies
TJX
+$4.19M

Top Sells

1
+$13.4M
2
+$12.6M
3
+$9.7M
4
GS icon
Goldman Sachs
GS
+$8.47M
5
ALGN icon
Align Technology
ALGN
+$7.63M

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
351
$57K ﹤0.01%
897
-175
352
$28K ﹤0.01%
10,126
353
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