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
$2.26B
AUM Growth
-$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$12.6M
3 +$11.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.74M
5
APH icon
Amphenol
APH
+$7.99M

Top Sells

1 +$21.3M
2 +$13.6M
3 +$13.5M
4
FIS icon
Fidelity National Information Services
FIS
+$11.3M
5
V icon
Visa
V
+$11M

Sector Composition

1 Technology 24.66%
2 Financials 9.96%
3 Communication Services 9.62%
4 Healthcare 8.35%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$781K 0.03%
2,609
+1,483
202
$775K 0.03%
15,021
-690
203
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14,030
+183
204
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85,698
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205
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3,287
-1,532
206
$728K 0.03%
23,373
-1,116
207
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4,882
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208
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8,835
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209
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9,870
-1,916
210
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4,879
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211
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41,131
212
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8,185
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213
$654K 0.03%
8,706
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214
$653K 0.03%
2,553
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215
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216
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218
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219
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220
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13,003
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221
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9,114
-2,554
222
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+7,780
223
$626K 0.03%
38,895
224
$622K 0.03%
3,942
-375
225
$621K 0.03%
4,480
-423