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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 0.79%
49,698
+3,087
27
$15.2M 0.78%
151,012
+3,150
28
$15.1M 0.78%
122,125
-5,285
29
$14.6M 0.75%
478,402
-7,189
30
$14.5M 0.75%
46,960
-1,331
31
$14.5M 0.75%
9,087
-56
32
$14.3M 0.74%
205,333
-7,741
33
$14.1M 0.73%
362,790
+159,977
34
$13.4M 0.69%
+69,687
35
$13.3M 0.68%
45,002
+1,092
36
$13.1M 0.68%
259,593
+83,360
37
$12.4M 0.64%
97,685
-440
38
$11.3M 0.58%
272,291
-22,949
39
$11M 0.57%
41,918
+734
40
$10.5M 0.54%
240,549
-14,195
41
$10.3M 0.53%
140,598
+6,295
42
$9.74M 0.5%
49,276
-45,145
43
$9.41M 0.49%
680,870
-71,880
44
$8.71M 0.45%
97,228
+148
45
$8.17M 0.42%
131,425
+7,569
46
$8.14M 0.42%
965,356
-24,470
47
$7.63M 0.39%
64,587
+40,059
48
$7.43M 0.38%
741,208
-85,307
49
$7.28M 0.38%
712,395
+8,792
50
$7.21M 0.37%
231,902
+4,340
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