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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.66M 0.21%
88,565
+35,780
77
$4.65M 0.21%
27,620
+145
78
$4.54M 0.2%
54,234
+24,483
79
$4.47M 0.2%
214,161
-1,361
80
$4.46M 0.2%
58,409
-89,889
81
$4.37M 0.19%
15,948
-2,091
82
$4.25M 0.19%
51,998
-118,849
83
$4.19M 0.19%
+136,745
84
$4.06M 0.18%
44,903
-97,444
85
$3.86M 0.17%
40,629
+6,590
86
$3.85M 0.17%
62,258
+1,879
87
$3.74M 0.17%
67,448
+8,886
88
$3.67M 0.16%
3,020
-56
89
$3.53M 0.16%
24,547
-95
90
$3.48M 0.15%
9,516
-395
91
$3.46M 0.15%
43,266
+9,241
92
$3.4M 0.15%
15,150
+117
93
$3.4M 0.15%
69,960
-10,130
94
$3.39M 0.15%
17,223
+1,509
95
$3.21M 0.14%
9,532
-570
96
$3.18M 0.14%
75,344
+308
97
$3.16M 0.14%
19,145
-6,431
98
$3.05M 0.13%
53,915
-440
99
$3.03M 0.13%
12,280
+895
100
$2.98M 0.13%
55,693
+1,667
2 3
4
5 6