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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.13%
103,934
-20,000
102
$2.41M 0.12%
53,928
-9,383
103
$2.38M 0.12%
54,329
+5,784
104
$2.28M 0.12%
32,779
-2,184
105
$2.27M 0.12%
16,918
+6
106
$2.26M 0.12%
162,416
-6,216
107
$2.24M 0.12%
174,353
+4,851
108
$2.17M 0.11%
185,371
+20,555
109
$2.13M 0.11%
52,225
+298
110
$2.1M 0.11%
8,492
+3,779
111
$2.1M 0.11%
66,450
-2,650
112
$2.09M 0.11%
268,813
+2,197
113
$2.07M 0.11%
1,541
+208
114
$2.06M 0.11%
21,074
-2,038
115
$1.99M 0.1%
6,041
-1,099
116
$1.92M 0.1%
171,996
-43,067
117
$1.9M 0.1%
29,848
-1,289
118
$1.89M 0.1%
82,873
-8,329
119
$1.85M 0.1%
38,953
-22,715
120
$1.85M 0.1%
77,000
121
$1.84M 0.09%
39,361
+3,547
122
$1.83M 0.09%
111,381
+696
123
$1.78M 0.09%
32,784
+2,950
124
$1.73M 0.09%
295,707
-127,864
125
$1.72M 0.09%
19,393
+62
3 4
5
6 7