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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.05%
10,544
+465
152
$1.39M 0.05%
5,326
+7
153
$1.38M 0.05%
27,044
-475
154
$1.3M 0.05%
23,799
-260
155
$1.29M 0.05%
4,547
+141
156
$1.27M 0.05%
20,384
-9,554
157
$1.26M 0.05%
27,720
+1,389
158
$1.22M 0.05%
10,706
-435
159
$1.19M 0.04%
4,893
-1,153
160
$1.19M 0.04%
3,901
-3,950
161
$1.17M 0.04%
2,984
-116
162
$1.17M 0.04%
9,624
+257
163
$1.16M 0.04%
10,691
164
$1.16M 0.04%
9,875
-3,324
165
$1.14M 0.04%
3,301
+10
166
$1.13M 0.04%
9,412
-114
167
$1.13M 0.04%
2,145
-413
168
$1.11M 0.04%
5,854
+584
169
$1.07M 0.04%
3,314
-149
170
$1.07M 0.04%
24,579
171
$1.06M 0.04%
5,397
+920
172
$1.05M 0.04%
5,096
-263
173
$956K 0.04%
47,146
-35,500
174
$937K 0.04%
11,266
-2,000
175
$932K 0.04%
5,586
-504
5 6
7
8 9