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
201
$644K 0.04%
8,165
+217
202
$629K 0.04%
4,167
+537
203
$623K 0.04%
+7,202
204
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17,565
-10,560
205
$609K 0.04%
15,758
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206
$600K 0.04%
12,404
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207
$597K 0.04%
3,962
-2,019
208
$594K 0.04%
11,113
-409
209
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40,182
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210
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7,703
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211
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37,877
-26,014
212
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213
$570K 0.03%
19,864
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214
$555K 0.03%
9,731
-1,353
215
$536K 0.03%
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216
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217
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15,727
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218
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80,200
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219
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220
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36,752
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221
$515K 0.03%
15,355
-2,485
222
$513K 0.03%
24,640
+12,010
223
$511K 0.03%
2,956
-4,627
224
$508K 0.03%
7,035
+205
225
$507K 0.03%
3,103
+388
7 8
9
10 11