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
$2.65B
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.78M
3
+$4.22M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.17M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.48M

Top Sells

1
+$8.84M
2
+$7.8M
3
+$6.18M
4
LOW icon
Lowe's Companies
LOW
+$5.67M
5
ACN icon
Accenture
ACN
+$4.33M

Sector Composition

1 Technology 27.81%
2 Financials 7.65%
3 Communication Services 4.67%
4 Healthcare 4.5%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$696K 0.03%
9,685
-2,058
202
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13,646
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203
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9,290
223
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$548K 0.02%
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225
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2,849
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10 11