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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.31M 0.14%
67,742
-209,939
102
$2.23M 0.14%
169,502
+9,636
103
$2.19M 0.13%
23,112
+11,637
104
$2.15M 0.13%
215,063
+7,066
105
$2.15M 0.13%
16,912
+1,543
106
$2.13M 0.13%
168,632
+15,144
107
$2.01M 0.12%
91,202
+22,096
108
$2M 0.12%
34,963
-4,736
109
$1.92M 0.12%
84,204
-2,607
110
$1.91M 0.12%
+15,108
111
$1.9M 0.12%
48,545
-1,996
112
$1.85M 0.11%
266,616
+12,161
113
$1.75M 0.11%
7,140
+210
114
$1.73M 0.11%
31,137
-1,933
115
$1.72M 0.11%
164,816
+20,550
116
$1.69M 0.1%
1,333
+364
117
$1.65M 0.1%
198,681
-730,187
118
$1.64M 0.1%
15,443
-230
119
$1.64M 0.1%
69,100
+2,760
120
$1.64M 0.1%
48,660
+3,804
121
$1.63M 0.1%
29,834
-883
122
$1.61M 0.1%
483,582
-289,958
123
$1.6M 0.1%
110,685
+10,570
124
$1.57M 0.1%
19,388
-10,233
125
$1.56M 0.1%
19,328
+3,715
3 4
5
6 7