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
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
– –
-117,371
435
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436
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437
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438
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439
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440
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447
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448
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450
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