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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.07%
9,866
+760
127
$1.79M 0.07%
57,385
+502
128
$1.77M 0.07%
50,950
129
$1.75M 0.07%
90,596
130
$1.72M 0.07%
15,087
+2,467
131
$1.72M 0.07%
23,456
-10,690
132
$1.66M 0.07%
55,111
-38,552
133
$1.65M 0.07%
1,582
-12
134
$1.64M 0.07%
1,343
-683
135
$1.59M 0.06%
15,690
136
$1.58M 0.06%
14,285
+148
137
$1.49M 0.06%
19,442
+79
138
$1.46M 0.06%
24,040
-950
139
$1.46M 0.06%
11,302
-530
140
$1.44M 0.06%
2,998
+1,515
141
$1.41M 0.06%
3,861
+177
142
$1.41M 0.06%
11,240
-102
143
$1.4M 0.06%
24,232
-800
144
$1.38M 0.06%
3,038
-176
145
$1.36M 0.05%
64,078
-2,778
146
$1.35M 0.05%
3,291
147
$1.35M 0.05%
22,363
+1,447
148
$1.34M 0.05%
43,806
-542
149
$1.3M 0.05%
11,453
-387
150
$1.3M 0.05%
7,389
-1,799
4 5
6
7 8