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
401
$58K ﹤0.01%
111
-95
402
$56.1K ﹤0.01%
100
403
$55.2K ﹤0.01%
510
-169
404
$54.1K ﹤0.01%
511
-212
405
$51.7K ﹤0.01%
250
+38
406
$47.2K ﹤0.01%
20,876
407
$46.8K ﹤0.01%
397
408
$45.6K ﹤0.01%
208
+6
409
$42.3K ﹤0.01%
10,000
410
$42.3K ﹤0.01%
+378
411
$36.9K ﹤0.01%
+216
412
$32K ﹤0.01%
123
413
$31K ﹤0.01%
441
414
$30.6K ﹤0.01%
+200
415
$28.6K ﹤0.01%
13,100
+3,100
416
$27.6K ﹤0.01%
208
417
$26.3K ﹤0.01%
60
418
$24.9K ﹤0.01%
+363
419
$23.4K ﹤0.01%
+124
420
$21.5K ﹤0.01%
26
+4
421
$20.4K ﹤0.01%
99
422
$18K ﹤0.01%
+248
423
$16.5K ﹤0.01%
+10,000
424
$15K ﹤0.01%
137
425
$12K ﹤0.01%
+153
15 16
17
18 19