FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
State Street 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
351
$69.5K ﹤0.01%
12,000
352
$45K ﹤0.01%
3,333
353
$42.6K ﹤0.01%
347
-983
354
$33.7K ﹤0.01%
647
+510
355
$16K ﹤0.01%
10,000
356
– –
-292
357
– –
-1,637
358
– –
-8,175
359
– –
-850
360
– –
-1,646
361
– –
-2,258
362
– –
-1,148
363
– –
-180
364
– –
-2,637
365
– –
-153
366
– –
-8,616
367
– –
-250
368
– –
-410
369
– –
-957
370
– –
-141
371
– –
-678
372
– –
-5,604
373
– –
-6,538
374
– –
-445
375
– –
-32
13 14
15
16 17