We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
451
– –
-12,834
452
– –
-2,257
453
– –
-13,602
454
– –
-20,614
455
– –
-35,560
456
– –
-8,542
457
– –
-14,800
458
– –
-117,371
459
– –
-29,375
460
– –
-15,234
461
– –
-11,018
462
– –
-1,000
463
– –
-43
15 16 17 18
19