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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.47M 0.34%
399,617
+5,854
52
$5.23M 0.32%
97,080
+28,602
53
$5.01M 0.31%
100,501
-6,500
54
$4.92M 0.3%
35,857
+679
55
$4.89M 0.3%
20,667
+304
56
$4.79M 0.29%
36,495
-2,373
57
$4.77M 0.29%
63,790
+2,218
58
$4.62M 0.28%
17
+3
59
$4.57M 0.28%
78,700
+1,780
60
$4.57M 0.28%
209,537
-61,708
61
$4.43M 0.27%
334,781
+47,988
62
$4.32M 0.26%
323,746
+4,103
63
$4.15M 0.25%
154,428
+16,658
64
$4.13M 0.25%
215,406
+15,897
65
$3.91M 0.24%
3,066
-17
66
$3.84M 0.24%
52,972
+4,153
67
$3.56M 0.22%
662,219
+6,433
68
$3.5M 0.21%
67,157
+16,715
69
$3.41M 0.21%
939,154
+39,317
70
$3.36M 0.21%
25,147
-882
71
$3.3M 0.2%
192,821
+30,363
72
$3.27M 0.2%
68,101
-122
73
$3.22M 0.2%
241,726
+6,492
74
$3M 0.18%
236,804
+7,985
75
$2.95M 0.18%
26,850
+8,550
1 2
3
4 5