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
351
$151K 0.01%
+917
352
$150K 0.01%
+510
353
$149K 0.01%
604
-63
354
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355
$147K 0.01%
296
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356
$146K 0.01%
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357
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552
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358
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2,375
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359
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11,160
360
$133K 0.01%
494
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361
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17,557
-2,034
362
$126K 0.01%
354
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363
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803
364
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831
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365
$118K ﹤0.01%
3,019
-1,745
366
$115K ﹤0.01%
292
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367
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$113K ﹤0.01%
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369
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370
$112K ﹤0.01%
1,485
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371
$112K ﹤0.01%
182
372
$109K ﹤0.01%
2,218
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373
$108K ﹤0.01%
260
374
$106K ﹤0.01%
10,000
375
$104K ﹤0.01%
10,446
13 14
15
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