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
176
$968K 0.04%
18,758
-1,665
177
$952K 0.04%
7,416
+223
178
$943K 0.04%
10,816
-575
179
$929K 0.04%
17,077
+4,749
180
$924K 0.04%
5,157
-447
181
$911K 0.04%
21,025
-813
182
$903K 0.04%
6,870
-1,606
183
$851K 0.03%
8,909
184
$824K 0.03%
6,652
+204
185
$799K 0.03%
2,753
+64
186
$797K 0.03%
13,026
-661
187
$796K 0.03%
3,236
+266
188
$790K 0.03%
5,701
-482
189
$789K 0.03%
661
-8
190
$782K 0.03%
4,786
+372
191
$747K 0.03%
3,504
+419
192
$745K 0.03%
4,202
-46
193
$743K 0.03%
3,261
+220
194
$717K 0.03%
22,456
195
$714K 0.03%
2,074
-721
196
$712K 0.03%
5,408
-17
197
$710K 0.03%
147,625
+7,462
198
$704K 0.03%
53,424
-17,366
199
$703K 0.03%
5,814
+67
200
$701K 0.03%
3,751
+1,101
6 7
8
9 10