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
376
$103K ﹤0.01%
1,574
-410
377
$103K ﹤0.01%
663
-238
378
$99K ﹤0.01%
1,670
379
$98.5K ﹤0.01%
3,333
-3,334
380
$95.6K ﹤0.01%
+490
381
$93.9K ﹤0.01%
+1,495
382
$90.1K ﹤0.01%
1,550
383
$87.1K ﹤0.01%
+674
384
$85K ﹤0.01%
265
+49
385
$84.1K ﹤0.01%
1,056
386
$84.1K ﹤0.01%
45,696
387
$83.8K ﹤0.01%
120
-5
388
$82.2K ﹤0.01%
1,840
+100
389
$81.8K ﹤0.01%
501
390
$79.3K ﹤0.01%
1,028
-50
391
$75.7K ﹤0.01%
261
-137
392
$73.6K ﹤0.01%
518
+142
393
$71.9K ﹤0.01%
+970
394
$71.5K ﹤0.01%
197
-17
395
$66.9K ﹤0.01%
753
-1,500
396
$66.1K ﹤0.01%
+922
397
$62.3K ﹤0.01%
850
398
$61.3K ﹤0.01%
11,000
399
$60.9K ﹤0.01%
496
-153
400
$58.6K ﹤0.01%
3,195
-1,788
14 15
16
17 18