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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.7M 0.47%
418,866
-38,463
52
$11.7M 0.47%
25,157
-2,566
53
$11.6M 0.47%
66,822
-7
54
$11.6M 0.46%
15,843
+793
55
$11.6M 0.46%
46,462
-16,029
56
$10.6M 0.43%
341,917
+280,468
57
$10.3M 0.41%
205,747
-47,537
58
$9.72M 0.39%
20,020
+472
59
$9.65M 0.39%
44,189
-14,574
60
$9.4M 0.38%
80,829
+62,400
61
$9.11M 0.36%
68,730
+780
62
$8.99M 0.36%
73,481
-17,386
63
$7.94M 0.32%
16,522
-3,054
64
$7.8M 0.31%
327,428
+177,177
65
$7.67M 0.31%
120,046
-4,311
66
$7.57M 0.3%
474,232
67
$7.25M 0.29%
21,714
-984
68
$7.23M 0.29%
47,883
-1,946
69
$7.12M 0.28%
45,002
+5,279
70
$5.27M 0.21%
18,887
-1,753
71
$5.02M 0.2%
9,953
+646
72
$4.92M 0.2%
61,576
-44
73
$4.9M 0.2%
48,339
+1,146
74
$4.76M 0.19%
+153,150
75
$4.51M 0.18%
6,931
+418
1 2
3
4 5