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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$32M
3
+$17.6M
4
AAPL icon
Apple
AAPL
+$15.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$13.9M

Top Sells

1
+$13.4M
2
+$6.75M
3
+$5.09M
4
CME icon
CME Group
CME
+$4.97M
5
DEO icon
Diageo
DEO
+$4.79M

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
426
$9.72K ﹤0.01%
1,500
427
$7.61K ﹤0.01%
+29
428
$7.16K ﹤0.01%
+23
429
$7K ﹤0.01%
100
-919
430
$4.3K ﹤0.01%
+41
431
$2.97K ﹤0.01%
+12
432
$2.38K ﹤0.01%
+12
433
$1.61K ﹤0.01%
+8
434
– –
-18,554
435
– –
-73,479
436
– –
-4,042
437
– –
-46,000
438
– –
-14,615
439
– –
-340
440
– –
-601
441
– –
-3,106
442
– –
-605
443
– –
-16,128
444
– –
-1,121
445
– –
-8
446
– –
-12,834
447
– –
-2,257
448
– –
-13,602
449
– –
-20,614
450
– –
-35,560
15 16 17
18
19