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
$1.94B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.4M
3
+$6.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
TJX icon
TJX Companies
TJX
+$4.21M

Top Sells

1
+$14M
2
+$13.9M
3
+$10.4M
4
ALGN icon
Align Technology
ALGN
+$9.29M
5
GS icon
Goldman Sachs
GS
+$8.92M

Sector Composition

1 Communication Services 19.97%
2 Technology 19.84%
3 Financials 10.76%
4 Consumer Discretionary 9.78%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$694K 0.04%
22,500
202
$693K 0.04%
4,428
+295
203
$673K 0.03%
12,172
-232
204
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13,040
-839
205
$658K 0.03%
+34,434
206
$640K 0.03%
38,410
-1,772
207
$625K 0.03%
3,095
+1,486
208
$614K 0.03%
15,889
+162
209
$606K 0.03%
26,169
+1,529
210
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11,842
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211
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174,286
-75,503
212
$599K 0.03%
3,479
-822
213
$595K 0.03%
49,885
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214
$594K 0.03%
82,471
-5,208
215
$593K 0.03%
14,977
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216
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17,139
-305,217
217
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-150
218
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16,111
219
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14,468
-1,290
220
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4,347
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221
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8,236
-9,181
222
$557K 0.03%
3,293
+415
223
$551K 0.03%
8,614
-2,486
224
$545K 0.03%
24,889
-239
225
$543K 0.03%
8,919
-2,194
7 8
9
10 11