FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17M 1.07%
43,314
-362
27
$16.6M 1.05%
51,516
-2,483
28
$16.6M 1.05%
66,361
+43,330
29
$16.5M 1.04%
255,582
-3,014
30
$16.2M 1.02%
94,154
-16,360
31
$14.8M 0.93%
748,721
-543,542
32
$14.2M 0.9%
153,787
-3,365
33
$13.9M 0.88%
675,617
-13,270
34
$13.8M 0.87%
241,911
-2,360
35
$13.1M 0.83%
1,353,800
+47,360
36
$13M 0.82%
488,819
+198,526
37
$11.8M 0.75%
+75,901
38
$11.8M 0.75%
121,077
+9,223
39
$11.6M 0.73%
160,649
-6,051
40
$11.5M 0.73%
292,296
-5,872
41
$11.3M 0.71%
156,278
-3,732
42
$10.5M 0.66%
139,800
+38,620
43
$10.2M 0.64%
165,380
-13,658
44
$10.1M 0.64%
+106,560
45
$9.81M 0.62%
329,463
+310,099
46
$9.62M 0.61%
89,169
-593
47
$9.13M 0.58%
138,656
-40,676
48
$9.09M 0.57%
993,934
-1,455
49
$8.51M 0.54%
404,061
+349
50
$7.17M 0.45%
1,361,361
+78,914
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