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
351
$235K 0.01%
6,596
-294
352
$235K 0.01%
3,484
-1,239
353
$231K 0.01%
1,836
-392
354
$230K 0.01%
27,463
-315
355
$230K 0.01%
+4,126
356
$227K 0.01%
2,683
-35
357
$227K 0.01%
1,667
+4
358
$226K 0.01%
5,274
-12,973
359
$224K 0.01%
729
+100
360
$223K 0.01%
+16,616
361
$223K 0.01%
+1,164
362
$221K 0.01%
8,860
+272
363
$220K 0.01%
3,752
-1,109
364
$220K 0.01%
12,999
+1,845
365
$218K 0.01%
+1,291
366
$216K 0.01%
1,257
-1,769
367
$216K 0.01%
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-307
368
$216K 0.01%
4,087
-1,236
369
$213K 0.01%
26,922
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370
$211K 0.01%
6,648
+526
371
$210K 0.01%
442
-408
372
$208K 0.01%
+4,990
373
$206K 0.01%
9,915
374
$205K 0.01%
16,798
+51
375
$204K 0.01%
25,000
13 14
15
16 17