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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37M 0.17%
80,720
-3,742
77
$4.33M 0.17%
155,951
+20,670
78
$4.33M 0.17%
11,278
+542
79
$4.11M 0.16%
23,904
+512
80
$3.84M 0.15%
826,712
81
$3.81M 0.15%
6
82
$3.68M 0.15%
66,109
+5,845
83
$3.65M 0.15%
4,792
+151
84
$3.63M 0.15%
6,279
+2,235
85
$3.6M 0.14%
9,218
+680
86
$3.56M 0.14%
100,862
+284
87
$3.5M 0.14%
40,490
+5,724
88
$3.48M 0.14%
380,993
+4,883
89
$3.33M 0.13%
14,387
+1,040
90
$3.28M 0.13%
3,383
+337
91
$3.17M 0.13%
16,009
+883
92
$3.11M 0.12%
138,674
-37,168
93
$3.09M 0.12%
19,787
+967
94
$2.99M 0.12%
3,109
+50
95
$2.96M 0.12%
43,309
+6,872
96
$2.92M 0.12%
6,578
-545
97
$2.89M 0.12%
5,148
+385
98
$2.87M 0.11%
6,736
+492
99
$2.79M 0.11%
3,347
+260
100
$2.77M 0.11%
77,312
-10,072
2 3
4
5 6