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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.38M 0.21%
302,005
+5,618
77
$3.38M 0.21%
245,384
+75,862
78
$3.13M 0.2%
45,951
-157
79
$3.09M 0.2%
22,372
80
$3.07M 0.19%
599,047
+20,043
81
$3.02M 0.19%
138,476
+34,436
82
$3.01M 0.19%
53,096
+588
83
$3M 0.19%
16,848
+11,814
84
$2.9M 0.18%
11,663
+1,268
85
$2.81M 0.18%
206,380
-2,517
86
$2.81M 0.18%
37,868
-9,817
87
$2.8M 0.18%
182,399
+4,711
88
$2.75M 0.17%
+103,870
89
$2.7M 0.17%
19,020
-3,741
90
$2.63M 0.17%
+185,890
91
$2.55M 0.16%
29,675
-2,376
92
$2.52M 0.16%
227,660
+11,885
93
$2.5M 0.16%
18,957
+15,988
94
$2.5M 0.16%
246,100
-1,222
95
$2.49M 0.16%
28,000
+7,850
96
$2.46M 0.16%
192,805
+23,196
97
$2.44M 0.15%
76,713
-245,179
98
$2.41M 0.15%
60,663
-6,147
99
$2.18M 0.14%
103,821
+12,698
100
$2.16M 0.14%
27,145
+13,206
2 3
4
5 6