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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.47%
36,864
-1,314
52
$9.11M 0.4%
328,046
+96,769
53
$9.08M 0.4%
33,685
-10,491
54
$8.32M 0.37%
76,320
-1,520
55
$8.16M 0.36%
155,611
-4,816
56
$8.06M 0.36%
23,243
+2,938
57
$8.03M 0.35%
16,637
-28,237
58
$7.99M 0.35%
+248,322
59
$7.89M 0.35%
+661,558
60
$7.88M 0.35%
16,444
-1,111
61
$7.78M 0.34%
120,257
+111,655
62
$7.46M 0.33%
250,829
+82,824
63
$7.4M 0.33%
182,493
-26,496
64
$7.26M 0.32%
131,002
+56,315
65
$6.84M 0.3%
121,144
+16,387
66
$6.33M 0.28%
43,619
-1,363
67
$6.27M 0.28%
150,147
-75,985
68
$5.57M 0.25%
31,389
-153
69
$5.45M 0.24%
359,370
+2,840
70
$5.33M 0.24%
3,046
-5,925
71
$5.29M 0.23%
58,026
-12,161
72
$5.25M 0.23%
36,245
+1,202
73
$5.19M 0.23%
30,622
+19,348
74
$5.13M 0.23%
56,009
-123,593
75
$4.96M 0.22%
11
1 2
3
4 5