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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.61M 0.1%
33,801
+251
127
$1.59M 0.1%
8,974
-228
128
$1.59M 0.1%
+13,000
129
$1.58M 0.1%
16,047
+4,282
130
$1.57M 0.1%
7,706
+1,109
131
$1.53M 0.1%
79,279
+116
132
$1.52M 0.1%
87,583
+8,883
133
$1.48M 0.09%
+58,330
134
$1.48M 0.09%
13,902
+10,260
135
$1.48M 0.09%
25,307
-9,339
136
$1.47M 0.09%
28,239
-8,106
137
$1.46M 0.09%
+30,200
138
$1.45M 0.09%
49,000
-17,300
139
$1.43M 0.09%
21,766
+16,726
140
$1.43M 0.09%
+16,000
141
$1.41M 0.09%
89,230
-105,770
142
$1.41M 0.09%
27,660
+22,623
143
$1.4M 0.09%
+16,619
144
$1.37M 0.09%
29,355
-2,589
145
$1.33M 0.08%
52,633
+13,703
146
$1.33M 0.08%
61,905
-144
147
$1.33M 0.08%
36,757
-303,762
148
$1.32M 0.08%
17,853
-211
149
$1.31M 0.08%
90,000
+15,000
150
$1.31M 0.08%
49,000
+14,000
4 5
6
7 8