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
51
$7.03M 0.44%
949,995
-28,226
52
$5.87M 0.37%
21,932
+8,472
53
$5.62M 0.35%
582,445
+241,943
54
$5.16M 0.33%
567,087
+128,361
55
$5.03M 0.32%
29,264
+643
56
$4.96M 0.31%
178,180
-80,281
57
$4.92M 0.31%
35,914
+5,799
58
$4.9M 0.31%
16
59
$4.75M 0.3%
463,033
+12,098
60
$4.66M 0.29%
163,741
+7,885
61
$4.65M 0.29%
20,245
62
$4.61M 0.29%
387,703
-5,939
63
$4.4M 0.28%
40,484
-1,527
64
$4.35M 0.27%
91,812
-5,780
65
$4.33M 0.27%
99,851
+1,349
66
$4.33M 0.27%
362,986
+17,143
67
$4.32M 0.27%
323,404
+35,957
68
$4.1M 0.26%
3,252
+1
69
$4.06M 0.26%
486,926
-8,133
70
$4.03M 0.25%
71,857
+50,348
71
$3.95M 0.25%
63,165
-984
72
$3.8M 0.24%
502,920
+8,009
73
$3.61M 0.23%
69,140
-2,060
74
$3.51M 0.22%
314,035
+3,773
75
$3.39M 0.21%
33,563
+359
1 2
3
4 5