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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.48%
14,307
-2,050
52
$11.9M 0.45%
34,470
-1,612
53
$11.7M 0.44%
20,526
-1,645
54
$11.4M 0.43%
226,300
-21,347
55
$10.5M 0.39%
37,687
-5,048
56
$9.88M 0.37%
185,981
-56,373
57
$9.09M 0.34%
44,013
-5,565
58
$8.87M 0.33%
75,660
-5,730
59
$8.81M 0.33%
18,470
-4,145
60
$8.76M 0.33%
103,620
-8,548
61
$8.22M 0.31%
50,725
-215
62
$7.96M 0.3%
329,638
+20,107
63
$7.95M 0.3%
15,064
-1,159
64
$7.83M 0.3%
66,791
-20
65
$7.53M 0.28%
45,392
-1,925
66
$7.42M 0.28%
230,141
+19,605
67
$7.39M 0.28%
58,500
+19,634
68
$6.93M 0.26%
31,028
-8,124
69
$6.59M 0.25%
123,899
-78,062
70
$6.42M 0.24%
7,177
+844
71
$6.3M 0.24%
475,147
72
$5.87M 0.22%
202,937
+28,245
73
$5.82M 0.22%
11,248
+608
74
$5.6M 0.21%
109,841
+18,405
75
$5.58M 0.21%
27,110
+2,014
1 2
3
4 5