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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.6M
3
+$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1
+$21.3M
2
+$13.6M
3
+$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.06%
129,740
152
$1.4M 0.06%
108,761
-8,094
153
$1.39M 0.06%
3,965
-24
154
$1.38M 0.06%
+48,479
155
$1.36M 0.06%
14,736
-1,562
156
$1.35M 0.06%
+43,653
157
$1.33M 0.06%
6,676
-5
158
$1.33M 0.06%
15,687
-5,890
159
$1.3M 0.06%
7,721
-1,248
160
$1.28M 0.06%
3,935
-60
161
$1.27M 0.06%
11,335
-522
162
$1.27M 0.06%
7,321
-885
163
$1.24M 0.05%
24,445
-895
164
$1.24M 0.05%
16,009
-3,194
165
$1.23M 0.05%
4,428
+31
166
$1.22M 0.05%
30,174
+6,900
167
$1.21M 0.05%
6,922
-27,508
168
$1.18M 0.05%
31,560
-256
169
$1.16M 0.05%
55,519
-83
170
$1.15M 0.05%
30,202
-1
171
$1.13M 0.05%
5,161
-111
172
$1.09M 0.05%
37,676
+25,235
173
$1.07M 0.05%
+15,140
174
$1M 0.04%
207,106
+30,005
175
$991K 0.04%
4,071
-488
5 6
7
8 9