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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.14%
43,978
+23,058
102
$2.15M 0.14%
176,256
+1,982
103
$2.13M 0.13%
11,268
+6,791
104
$2.12M 0.13%
45,122
+11,502
105
$2.09M 0.13%
18,101
-700
106
$2.05M 0.13%
61,131
-6,788
107
$2.03M 0.13%
48,848
+26
108
$2.02M 0.13%
163,914
+47,107
109
$1.98M 0.12%
24,000
-6,683
110
$1.94M 0.12%
190,874
+1,925
111
$1.92M 0.12%
+116,877
112
$1.92M 0.12%
38,168
+14,917
113
$1.83M 0.12%
11,481
+6,039
114
$1.82M 0.11%
+56,114
115
$1.81M 0.11%
163,878
+67,180
116
$1.8M 0.11%
19,640
+86
117
$1.79M 0.11%
13,545
+4,371
118
$1.73M 0.11%
103,377
-3,594
119
$1.7M 0.11%
22,767
-2,825
120
$1.69M 0.11%
+71,850
121
$1.66M 0.1%
33,631
-202,911
122
$1.66M 0.1%
7,910
+5,870
123
$1.65M 0.1%
26,212
124
$1.64M 0.1%
30,000
+10,900
125
$1.63M 0.1%
79,910
-11,225
3 4
5
6 7