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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.84M 0.08%
17,463
+1,184
127
$1.83M 0.08%
32,969
+28
128
$1.81M 0.08%
1,041
-11
129
$1.78M 0.08%
11,598
-1,708
130
$1.73M 0.08%
16,942
+630
131
$1.73M 0.08%
33,491
-16
132
$1.72M 0.08%
9,881
-1,173
133
$1.68M 0.07%
102,064
+44
134
$1.68M 0.07%
8,916
+2
135
$1.67M 0.07%
1,390
-18
136
$1.66M 0.07%
41,917
137
$1.64M 0.07%
134,828
138
$1.59M 0.07%
64,465
+4,955
139
$1.57M 0.07%
11,488
+2,198
140
$1.56M 0.07%
18,366
141
$1.56M 0.07%
32,427
+3,046
142
$1.53M 0.07%
34,267
+571
143
$1.52M 0.07%
40,131
-35,967
144
$1.51M 0.07%
+59,702
145
$1.51M 0.07%
21,575
-1,188
146
$1.47M 0.07%
3,428
-100
147
$1.46M 0.06%
23,361
148
$1.44M 0.06%
9,834
-1,564
149
$1.44M 0.06%
91,378
+73,824
150
$1.42M 0.06%
13,041
-127
4 5
6
7 8