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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.29M 0.05%
24,010
-119
152
$1.27M 0.05%
29,199
-1,404
153
$1.27M 0.05%
12,231
+667
154
$1.25M 0.05%
4,631
+460
155
$1.24M 0.05%
53,204
-22,606
156
$1.23M 0.05%
59,631
-1,632
157
$1.23M 0.05%
21,212
-1,729
158
$1.23M 0.05%
5,984
+243
159
$1.19M 0.05%
14,534
-29,410
160
$1.19M 0.05%
28,163
+46
161
$1.17M 0.05%
13,853
+2,585
162
$1.17M 0.05%
27,469
-6,134
163
$1.14M 0.05%
7,190
-1,336
164
$1.14M 0.05%
5,553
-3
165
$1.1M 0.04%
8,763
+938
166
$1.06M 0.04%
9,684
+2,708
167
$1.05M 0.04%
93,481
-7,718
168
$1.03M 0.04%
5,340
-173
169
$1.01M 0.04%
10,396
-248
170
$998K 0.04%
3,427
-423
171
$997K 0.04%
24,448
-1,457
172
$990K 0.04%
3,482
-12
173
$985K 0.04%
1,772
-1,036
174
$979K 0.04%
55,078
-51,595
175
$978K 0.04%
2,816
+378
5 6
7
8 9