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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.77M 0.11%
10,658
-50
102
$2.73M 0.11%
209,301
+33,104
103
$2.66M 0.11%
10,637
-350
104
$2.65M 0.11%
4,908
+215
105
$2.56M 0.1%
6,353
+478
106
$2.45M 0.1%
26,846
-60
107
$2.45M 0.1%
22,755
+8,530
108
$2.42M 0.1%
14,279
+1,365
109
$2.34M 0.09%
46,152
-42,065
110
$2.29M 0.09%
55,706
-4,530
111
$2.2M 0.09%
14,817
-32,704
112
$2.15M 0.09%
32,666
113
$2.12M 0.08%
2,728
-47
114
$2.11M 0.08%
61,943
-492
115
$2.07M 0.08%
11,815
-544
116
$2.04M 0.08%
15,480
+624
117
$1.98M 0.08%
20,430
-1,380
118
$1.95M 0.08%
9,816
+1,264
119
$1.93M 0.08%
32,834
-3,259
120
$1.93M 0.08%
37,933
-93
121
$1.91M 0.08%
37,804
+18,355
122
$1.87M 0.08%
208,177
123
$1.85M 0.07%
6,570
+2,212
124
$1.84M 0.07%
30,363
+848
125
$1.8M 0.07%
11,074
-18,079
3 4
5
6 7