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
401
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402
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403
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404
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-1,352,177
405
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406
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-19,788
407
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-139,174
408
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-4,174
409
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410
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-5,644
411
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-2,266
412
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-2,678
413
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-455
414
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-30,669
415
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-3,527
416
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-2,167
417
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-4,172
418
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-75,193
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