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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.96M 0.13%
56,449
+5,838
102
$2.86M 0.13%
33,421
-643
103
$2.85M 0.13%
31,294
-11
104
$2.83M 0.13%
17,005
+233
105
$2.75M 0.12%
77,000
106
$2.71M 0.12%
181,938
-3,561
107
$2.68M 0.12%
19,467
+1,455
108
$2.56M 0.11%
10,051
-161
109
$2.54M 0.11%
143,991
-5,065
110
$2.52M 0.11%
6,546
-177
111
$2.41M 0.11%
25,792
+2,640
112
$2.4M 0.11%
26,916
-43,328
113
$2.39M 0.11%
8,520
-1,612
114
$2.36M 0.1%
24,601
+5,209
115
$2.35M 0.1%
46,248
116
$2.33M 0.1%
11,584
+1,846
117
$2.27M 0.1%
4,778
+138
118
$2.25M 0.1%
28,899
+25,222
119
$2.14M 0.09%
50,171
-2,988
120
$2M 0.09%
144,473
+6,583
121
$1.87M 0.08%
91,854
+153
122
$1.86M 0.08%
6,821
+649
123
$1.85M 0.08%
38,800
-26,516
124
$1.85M 0.08%
29,340
+1,636
125
$1.84M 0.08%
18,606
-7,714
3 4
5
6 7