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
26
$22.2M 0.89%
306,703
-49,421
27
$22.2M 0.89%
600,627
-33,851
28
$21.9M 0.87%
89,970
-8,782
29
$21.2M 0.85%
216,815
+76,647
30
$20.7M 0.83%
234,604
-19,653
31
$20.3M 0.81%
119,777
-10,481
32
$20M 0.8%
96,790
-2,846
33
$19.6M 0.78%
93,136
+2,964
34
$19.3M 0.77%
75,840
-6,737
35
$17.4M 0.7%
301,418
-19,752
36
$17.3M 0.69%
109,955
-8,771
37
$17.2M 0.69%
397,460
+117,023
38
$17M 0.68%
187,650
+10,130
39
$16.6M 0.66%
49,166
+28,970
40
$15.9M 0.64%
45,986
-2,899
41
$15.1M 0.61%
223,169
+56,700
42
$14M 0.56%
121,656
-9,156
43
$13.3M 0.53%
423,191
+27,126
44
$13.2M 0.53%
139,704
+33,455
45
$13.1M 0.52%
311,792
-9,458
46
$13M 0.52%
24,891
+232
47
$12.9M 0.52%
256,298
+6,705
48
$12.6M 0.5%
58,418
-23,636
49
$12.4M 0.5%
73,111
+826
50
$11.8M 0.47%
273,835
+25,809
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