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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.28M 0.07%
17,291
-931
152
$1.27M 0.07%
17,580
+15
153
$1.25M 0.06%
9,793
-3,645
154
$1.25M 0.06%
46,944
+6,750
155
$1.23M 0.06%
50,704
-14,775
156
$1.23M 0.06%
6,721
-203
157
$1.22M 0.06%
10,564
-1,441
158
$1.22M 0.06%
84,652
-3,773
159
$1.22M 0.06%
51,208
-2,604
160
$1.2M 0.06%
6,891
-390
161
$1.18M 0.06%
26,450
+1,711
162
$1.17M 0.06%
88,756
-10,399
163
$1.17M 0.06%
+88,114
164
$1.13M 0.06%
14,480
-1,793
165
$1.12M 0.06%
28,732
+875
166
$1.09M 0.06%
11,165
+590
167
$1.09M 0.06%
+20,312
168
$1.03M 0.05%
10,541
+2,838
169
$1.03M 0.05%
+7,633
170
$1.02M 0.05%
108,338
-955
171
$1.01M 0.05%
36,953
+3,203
172
$974K 0.05%
2,670
-677
173
$969K 0.05%
6,915
-1,354
174
$953K 0.05%
2,094
+128
175
$945K 0.05%
63,176
-57,232
5 6
7
8 9