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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.09%
7,268
+200
127
$1.7M 0.09%
13,885
-1,680
128
$1.7M 0.09%
+46,063
129
$1.7M 0.09%
27,132
130
$1.63M 0.08%
14,603
-840
131
$1.6M 0.08%
17,431
-1,897
132
$1.58M 0.08%
141,736
+4,893
133
$1.56M 0.08%
26,144
+4,268
134
$1.52M 0.08%
11,533
+365
135
$1.52M 0.08%
23,453
+2,172
136
$1.49M 0.08%
44,284
-4,376
137
$1.49M 0.08%
8,923
+175
138
$1.49M 0.08%
17,250
-2,138
139
$1.48M 0.08%
130,992
-67,689
140
$1.47M 0.08%
26,614
+4,252
141
$1.47M 0.08%
7,638
+1,077
142
$1.46M 0.08%
54,623
+388
143
$1.46M 0.08%
134,015
144
$1.44M 0.07%
64,161
-3,932
145
$1.43M 0.07%
+27,434
146
$1.42M 0.07%
313,622
-169,960
147
$1.42M 0.07%
57,714
-26,490
148
$1.42M 0.07%
46,701
+630
149
$1.4M 0.07%
30,631
-737
150
$1.34M 0.07%
33,465
+474
4 5
6
7 8