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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.29M 0.17%
22,761
-2,386
77
$3.19M 0.16%
19,485
-51
78
$3.19M 0.16%
242,366
+5,562
79
$3.17M 0.16%
240,154
-1,572
80
$3.15M 0.16%
10,373
+136
81
$3.02M 0.16%
56,811
-10,931
82
$3M 0.15%
17,938
+1,071
83
$3M 0.15%
126,042
-569
84
$2.94M 0.15%
24,576
-2,274
85
$2.93M 0.15%
221,929
+745
86
$2.89M 0.15%
193,554
+3,982
87
$2.87M 0.15%
254,578
-13,719
88
$2.85M 0.15%
205,604
+991
89
$2.84M 0.15%
27,889
+1,439
90
$2.83M 0.15%
36,027
-3,452
91
$2.71M 0.14%
213,301
+2,144
92
$2.71M 0.14%
176,313
+80,063
93
$2.68M 0.14%
14,525
-767
94
$2.66M 0.14%
191,226
+2,036
95
$2.62M 0.14%
13,239
-1,869
96
$2.62M 0.14%
36,831
+27,100
97
$2.6M 0.13%
465,768
-13,480
98
$2.52M 0.13%
44,181
-56,320
99
$2.5M 0.13%
80,480
-24,673
100
$2.47M 0.13%
211,785
+2,095
2 3
4
5 6