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
$1.58B
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.9M
3
+$20.3M
4
LIN icon
Linde
LIN
+$11.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.8M

Top Sells

1
+$55.3M
2
+$45.6M
3
+$12.1M
4
SLB icon
SLB Limited
SLB
+$11M
5
STWD icon
Starwood Property Trust
STWD
+$10.7M

Sector Composition

1 Communication Services 15.59%
2 Technology 13.52%
3 Financials 10.49%
4 Real Estate 7.48%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.05M 0.07%
42,827
+8,491
177
$1.05M 0.07%
18,673
+470
178
$1.05M 0.07%
+20,652
179
$1.03M 0.06%
11,135
+296
180
$1.02M 0.06%
19,540
+14,854
181
$1.01M 0.06%
12,792
+5,712
182
$979K 0.06%
16,659
+2,910
183
$972K 0.06%
+33,052
184
$963K 0.06%
39,087
-6,136
185
$949K 0.06%
84,569
-7,317
186
$936K 0.06%
8,053
+5,435
187
$936K 0.06%
60,837
-3,113
188
$929K 0.06%
+65,925
189
$916K 0.06%
32,000
190
$913K 0.06%
39,780
+25,350
191
$910K 0.06%
+32,661
192
$901K 0.06%
6,581
+5,269
193
$888K 0.06%
161,134
-38,866
194
$887K 0.06%
78,569
-4,793
195
$885K 0.06%
22,670
+3,358
196
$881K 0.06%
42,840
-2,520
197
$880K 0.06%
7,927
+5,496
198
$877K 0.06%
+32,295
199
$877K 0.06%
72,359
+48,135
200
$862K 0.05%
34,791
-3,335
6 7
8
9 10