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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.46M 0.13%
826,790
+78
102
$3.36M 0.13%
35,068
+34,924
103
$3.27M 0.12%
3,109
104
$3.14M 0.12%
138,192
-2,741
105
$3.11M 0.12%
7,997
+7,835
106
$2.98M 0.11%
+56,870
107
$2.93M 0.11%
3,083
-238
108
$2.91M 0.11%
83,156
+30,454
109
$2.87M 0.11%
10,882
+245
110
$2.83M 0.11%
45,069
+11,382
111
$2.81M 0.11%
16,276
-51,274
112
$2.74M 0.1%
359,289
-17,593
113
$2.7M 0.1%
40,927
+31,547
114
$2.45M 0.09%
24,312
+21,405
115
$2.4M 0.09%
63,682
-6,150
116
$2.39M 0.09%
22,035
-6,459
117
$2.32M 0.09%
2,618
-167
118
$2.31M 0.09%
21,496
-644
119
$2.21M 0.08%
30,860
120
$2.2M 0.08%
47,970
-2,570
121
$2.19M 0.08%
38,022
+2,350
122
$2.15M 0.08%
236,087
123
$2.12M 0.08%
60,650
+2,200
124
$2.08M 0.08%
12,206
-210
125
$2.05M 0.08%
28,682
-4,001
3 4
5
6 7