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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.08%
44,178
+6,741
152
$1.29M 0.08%
+68,230
153
$1.29M 0.08%
1,030
-95
154
$1.26M 0.08%
44,994
-246
155
$1.25M 0.08%
78,977
156
$1.23M 0.08%
368,760
-317,320
157
$1.23M 0.08%
10,655
158
$1.23M 0.08%
71,338
-3,359
159
$1.22M 0.08%
+10,000
160
$1.21M 0.08%
48,000
161
$1.2M 0.08%
10,883
+138
162
$1.18M 0.07%
16,227
-620
163
$1.18M 0.07%
61,932
+12
164
$1.17M 0.07%
122,875
+6,185
165
$1.16M 0.07%
37,417
+23,875
166
$1.14M 0.07%
+24,120
167
$1.14M 0.07%
16,992
+3,658
168
$1.13M 0.07%
19,398
+3,308
169
$1.12M 0.07%
+7,000
170
$1.11M 0.07%
6,524
+5,106
171
$1.11M 0.07%
+68,748
172
$1.1M 0.07%
638
+409
173
$1.1M 0.07%
53,249
-47,604
174
$1.09M 0.07%
26,377
-4,349
175
$1.08M 0.07%
22,685
5 6
7
8 9