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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.25M 0.2%
67,734
+17,562
77
$5.11M 0.19%
+67,768
78
$5.08M 0.19%
52,860
-16,548
79
$4.83M 0.18%
7,776
+232
80
$4.81M 0.18%
57,525
-1,247
81
$4.76M 0.18%
17,320
-1,149
82
$4.58M 0.17%
11,304
+244
83
$4.45M 0.17%
70,175
-5,923
84
$4.43M 0.17%
27,867
+6,870
85
$4.39M 0.17%
45,086
-435
86
$4.27M 0.16%
72,101
+6,150
87
$4.22M 0.16%
8,170
+926
88
$4.22M 0.16%
+2,056
89
$4.18M 0.16%
19,920
+3,689
90
$4.15M 0.16%
6
91
$3.87M 0.15%
6,641
+1,026
92
$3.85M 0.15%
14,201
+4,194
93
$3.76M 0.14%
19,242
+3,350
94
$3.71M 0.14%
22,274
+11,693
95
$3.66M 0.14%
4,395
+763
96
$3.65M 0.14%
92,110
-5,763
97
$3.62M 0.14%
160,188
-1,059
98
$3.52M 0.13%
836
+739
99
$3.48M 0.13%
+83,352
100
$3.47M 0.13%
6,860
+1,702
2 3
4
5 6