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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.23M 0.08%
120,408
-518,691
152
$1.22M 0.07%
11,504
+5,895
153
$1.21M 0.07%
46,071
+1,206
154
$1.2M 0.07%
22,362
+605
155
$1.2M 0.07%
13,438
-3,441
156
$1.18M 0.07%
21,876
-3,568
157
$1.14M 0.07%
53,812
+8,625
158
$1.13M 0.07%
3,347
+955
159
$1.1M 0.07%
8,269
+1,912
160
$1.09M 0.07%
24,739
-34,868
161
$1.09M 0.07%
7,484
+6,002
162
$1.07M 0.07%
88,425
+4,904
163
$1.05M 0.06%
+21,150
164
$1.03M 0.06%
6,924
+45
165
$977K 0.06%
17,417
+13,044
166
$964K 0.06%
4,955
-1,837
167
$961K 0.06%
17,234
+11,481
168
$952K 0.06%
27,857
+12,095
169
$945K 0.06%
118,457
+17,321
170
$935K 0.06%
+11,337
171
$933K 0.06%
71,343
+29,436
172
$930K 0.06%
75,607
173
$927K 0.06%
40,194
-10,167
174
$914K 0.06%
96,131
+36,956
175
$912K 0.06%
45,865
-2,487
5 6
7
8 9