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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.99M 0.07%
38,992
-2,866
127
$1.98M 0.07%
23,603
+402
128
$1.94M 0.07%
3,984
-2,758
129
$1.92M 0.07%
168,207
-41,094
130
$1.89M 0.07%
11,133
-166
131
$1.78M 0.07%
6,279
-3,955
132
$1.77M 0.07%
50,500
-1,630
133
$1.77M 0.07%
37,872
-18
134
$1.76M 0.07%
8,899
-811
135
$1.75M 0.07%
10,105
-384
136
$1.73M 0.07%
21,464
+173
137
$1.73M 0.07%
17,736
-6,305
138
$1.7M 0.06%
48,547
-8,165
139
$1.67M 0.06%
1,306
-28
140
$1.67M 0.06%
18,781
-44
141
$1.66M 0.06%
+8,552
142
$1.59M 0.06%
16,636
+1,133
143
$1.56M 0.06%
13,267
-36,192
144
$1.55M 0.06%
13,047
+1,154
145
$1.54M 0.06%
18,920
-1,420
146
$1.54M 0.06%
13,544
-1,231
147
$1.53M 0.06%
2,609
+19
148
$1.48M 0.06%
62,851
+670
149
$1.4M 0.05%
38,164
-5,642
150
$1.39M 0.05%
23,730
4 5
6
7 8