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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.09%
51,927
-207
127
$1.5M 0.09%
77,000
-170,000
128
$1.5M 0.09%
19,331
-2,387
129
$1.47M 0.09%
123,934
130
$1.44M 0.09%
136,843
+8,710
131
$1.43M 0.09%
7,068
+281
132
$1.41M 0.09%
35,814
-28,347
133
$1.4M 0.09%
68,093
+2,841
134
$1.4M 0.09%
15,565
+2,243
135
$1.39M 0.09%
27,132
+920
136
$1.34M 0.08%
11,168
-356
137
$1.34M 0.08%
18,222
+2,213
138
$1.33M 0.08%
31,368
-10,483
139
$1.33M 0.08%
130,092
+105,882
140
$1.32M 0.08%
65,479
+10,914
141
$1.32M 0.08%
43,867
-72,472
142
$1.3M 0.08%
+6,561
143
$1.3M 0.08%
12,005
-31
144
$1.29M 0.08%
16,273
-22
145
$1.28M 0.08%
96,250
+40,468
146
$1.27M 0.08%
54,235
+763
147
$1.27M 0.08%
+57,655
148
$1.26M 0.08%
21,281
+10,531
149
$1.26M 0.08%
8,748
+6,468
150
$1.25M 0.08%
32,991
+14,565
4 5
6
7 8