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
$1.63B
AUM Growth
-$389M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.1M
3
+$9.41M
4
TJX icon
TJX Companies
TJX
+$8.02M
5
MA icon
Mastercard
MA
+$7.58M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.76M
4
GLD icon
SPDR Gold Trust
GLD
+$7.54M
5
DD icon
DuPont de Nemours
DD
+$7.16M

Sector Composition

1 Technology 19.08%
2 Communication Services 18.89%
3 Financials 11.16%
4 Consumer Discretionary 8.53%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$897K 0.06%
4,713
-682
177
$895K 0.05%
99,155
-419,678
178
$875K 0.05%
10,575
+904
179
$868K 0.05%
109,293
-88,486
180
$859K 0.05%
178,918
-9,206
181
$812K 0.05%
13,492
+492
182
$809K 0.05%
33,750
-4,050
183
$804K 0.05%
249,789
+49,802
184
$798K 0.05%
39,959
-4,340
185
$788K 0.05%
4,450
+72
186
$769K 0.05%
55,276
-9,129
187
$751K 0.05%
+7,653
188
$738K 0.05%
19,660
+9,790
189
$738K 0.05%
2,604
+1,606
190
$726K 0.04%
97,847
+32,153
191
$706K 0.04%
42,784
+22,547
192
$701K 0.04%
134,015
+45,333
193
$697K 0.04%
7,281
+230
194
$695K 0.04%
13,879
+4,466
195
$678K 0.04%
8,567
+2,198
196
$677K 0.04%
66,147
+9,914
197
$666K 0.04%
65,017
+20,513
198
$660K 0.04%
13,052
-254,174
199
$659K 0.04%
+9,611
200
$658K 0.04%
10,464
-3,693
6 7
8
9 10