FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 +$5.14M
2 +$4.58M
3 +$4.08M
4
MELI icon
Mercado Libre
MELI
+$3.87M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.47M

Top Sells

1 +$8.22M
2 +$7.89M
3 +$6.14M
4
LOW icon
Lowe's Companies
LOW
+$5.07M
5
TJX icon
TJX Companies
TJX
+$4.15M

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
401
-1,607
402
-2,637
403
-153
404
-642
405
-292
406
-932
407
-1,298
408
-178
409
-347
410
-425
411
-245
412
-3,797
413
-2,051
414
-674
415
-770
416
-8,616
417
-150
418
-99
419
-243
420
-86
421
-278
422
-250
423
-410
424
-957
425
-141