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
201
$852K 0.05%
18,879
-9,351
202
$845K 0.05%
14,878
-1,054
203
$839K 0.05%
28,710
-13,600
204
$837K 0.05%
5,427
+1,287
205
$817K 0.05%
71,945
-37,427
206
$803K 0.05%
108,176
-35,317
207
$784K 0.05%
10,541
+6,808
208
$778K 0.05%
16,887
-743
209
$772K 0.05%
4,849
-177
210
$748K 0.05%
12,767
+8,777
211
$747K 0.05%
66,086
-26,597
212
$729K 0.05%
+33,205
213
$719K 0.05%
23,874
+9,405
214
$714K 0.05%
8,801
+6,342
215
$708K 0.04%
57,526
-78,606
216
$694K 0.04%
52,720
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217
$687K 0.04%
10,492
-237
218
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35,132
-6,720
219
$665K 0.04%
4,718
-27
220
$662K 0.04%
2,036
+724
221
$655K 0.04%
3,520
+1,249
222
$642K 0.04%
10,290
-30
223
$639K 0.04%
2,242
+1
224
$634K 0.04%
+5,070
225
$632K 0.04%
5,814
+317
7 8
9
10 11