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
376
$41K ﹤0.01%
117,371
377
$13K ﹤0.01%
12,700
378
$12K ﹤0.01%
2,667
379
– –
-1,082
380
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-9,152
381
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-15,300
382
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-19,925
383
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-963
384
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-12,500
385
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-39,500
386
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-9,870
387
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-1,570
388
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-1,036
389
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-4,129
390
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-3,289
391
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-1,644
392
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-50,197
393
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-3,000
394
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-4,145
395
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-4,500
396
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-750
397
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-1,200
398
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-23,800
399
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-11,619
400
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-7,442
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