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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,249
427
– –
-2,566
428
– –
-22,007
429
– –
-4,173
430
– –
-4,132
431
– –
-4,696
432
– –
-4,728
433
– –
-1,762
434
– –
-6,663
435
– –
-14,823
436
– –
-14,144
437
– –
-1,086
438
– –
-9,347
439
– –
-3,050
440
– –
-6,090
441
– –
-13,341
442
– –
-2,544
443
– –
-7,951
444
– –
-8,598
445
– –
-33,840
446
– –
-11,267
447
– –
-2,983
448
– –
-3,100
449
– –
-936
450
– –
-14,914
15 16 17
18
19