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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 0.85%
60,119
+1,667
27
$22.5M 0.85%
185,622
-8,678
28
$22.2M 0.83%
294,900
-40,654
29
$19.6M 0.74%
97,042
-4,932
30
$19.6M 0.74%
530,696
-39,858
31
$19.4M 0.73%
433,695
+19,361
32
$18.9M 0.71%
111,001
+355
33
$18.3M 0.69%
282,830
-21,090
34
$18.1M 0.68%
30,962
-4,231
35
$17.9M 0.67%
79,392
-5,507
36
$17.7M 0.67%
272,351
-19,679
37
$17.2M 0.65%
175,527
+13,537
38
$16.6M 0.62%
193,878
-30,606
39
$15.9M 0.6%
204,412
-22,426
40
$15.7M 0.59%
316,334
-2,194
41
$15M 0.57%
460,512
+77,699
42
$15M 0.56%
329,262
+35,954
43
$14.7M 0.55%
117,112
+1,410
44
$14.1M 0.53%
51,934
-20,946
45
$14M 0.53%
95,332
-13,166
46
$14M 0.53%
39,532
-12,245
47
$13.9M 0.52%
77,359
+1,186
48
$13.9M 0.52%
62,805
+6,815
49
$13.6M 0.51%
23,698
-670
50
$13.1M 0.49%
373,894
-63,429
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