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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.32%
38,242
+2,385
52
$6.08M 0.31%
21,438
+771
53
$5.77M 0.3%
404,155
+4,538
54
$5.76M 0.3%
1,055,324
-22,947
55
$5.5M 0.28%
357,857
+23,076
56
$5.35M 0.28%
107,908
+39,807
57
$5.31M 0.27%
74,900
-3,800
58
$5.18M 0.27%
36,869
+374
59
$5.01M 0.26%
201,183
-8,354
60
$4.96M 0.26%
150,106
-4,322
61
$4.94M 0.25%
268,189
+100,396
62
$4.93M 0.25%
698,097
+35,878
63
$4.82M 0.25%
77,059
+9,902
64
$4.81M 0.25%
62,528
-1,262
65
$4.54M 0.23%
17
66
$4.42M 0.23%
312,975
-10,771
67
$4.39M 0.23%
210,478
-664,041
68
$4.3M 0.22%
48,232
-4,740
69
$4.13M 0.21%
3,185
+119
70
$3.84M 0.2%
178,946
-36,460
71
$3.81M 0.2%
277,089
+52,306
72
$3.71M 0.19%
195,528
+2,707
73
$3.52M 0.18%
126,102
+8,142
74
$3.5M 0.18%
13,975
+981
75
$3.44M 0.18%
650,886
-288,268
1 2
3
4 5