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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.8M 1.01%
326,553
+53,305
27
$22.8M 1.01%
464,599
+338,255
28
$21.9M 0.97%
44,121
+2,373
29
$21.7M 0.96%
343,289
+83,341
30
$20.6M 0.91%
161,517
+162
31
$18.9M 0.83%
338,125
-197
32
$17.9M 0.79%
126,165
-35,783
33
$17.2M 0.76%
297,836
-2,826
34
$15.4M 0.68%
275,601
+27,259
35
$14.6M 0.64%
160,384
+23,916
36
$14.2M 0.63%
206,668
+37,290
37
$14.2M 0.63%
222,881
+6,535
38
$14.2M 0.63%
185,716
+428
39
$14.2M 0.63%
189,461
-12,666
40
$13.6M 0.6%
22,263
-527
41
$13.4M 0.59%
131,643
+95,841
42
$13.1M 0.58%
66,436
-55,907
43
$12.8M 0.56%
623,585
-3,389
44
$12.6M 0.56%
+32,414
45
$12.4M 0.55%
133,317
+29,454
46
$12.2M 0.54%
314,022
-28,050
47
$12.2M 0.54%
32,267
-4,358
48
$11.9M 0.53%
342,125
-46,001
49
$11.3M 0.5%
191,359
+93,301
50
$11.2M 0.49%
51,593
-97,966
1
2
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