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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.92M 0.18%
10,237
+2,265
77
$2.92M 0.18%
117,960
+836
78
$2.87M 0.18%
126,611
+2,835
79
$2.86M 0.18%
28,356
+5,103
80
$2.84M 0.17%
224,783
+88,169
81
$2.84M 0.17%
268,297
+11,609
82
$2.83M 0.17%
24,528
-37,224
83
$2.82M 0.17%
167,793
-21,774
84
$2.78M 0.17%
105,153
-30,285
85
$2.77M 0.17%
204,613
+5,952
86
$2.76M 0.17%
39,479
-12,343
87
$2.68M 0.16%
189,572
+9,321
88
$2.63M 0.16%
211,157
+5,364
89
$2.62M 0.16%
26,450
-731
90
$2.58M 0.16%
221,184
-59,433
91
$2.57M 0.16%
19,536
+360
92
$2.53M 0.16%
15,292
-2,073
93
$2.5M 0.15%
189,190
+7,923
94
$2.5M 0.15%
16,867
-50,959
95
$2.5M 0.15%
61,668
-26,320
96
$2.43M 0.15%
12,994
-178
97
$2.41M 0.15%
479,248
+7,561
98
$2.4M 0.15%
63,311
+19,738
99
$2.4M 0.15%
423,571
-136,267
100
$2.38M 0.15%
209,690
+4,572
2 3
4
5 6