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
1
$260M 13.41%
1,278,363
-4,314
2
$197M 10.14%
865,956
-2,261
3
$96.8M 4.99%
2,847,846
+46,946
4
$93.1M 4.8%
1,317,740
-11,640
5
$68.8M 3.55%
498,700
-6,640
6
$54.5M 2.81%
1,695,580
-96,657
7
$47.4M 2.44%
160,380
+2,225
8
$42.1M 2.17%
377,365
-27,955
9
$41.3M 2.13%
231,570
-6,891
10
$37.6M 1.94%
412,640
-6,208
11
$36.8M 1.9%
272,119
-3,841
12
$33.9M 1.75%
980,494
-31
13
$25.6M 1.32%
503,945
+482,795
14
$25.3M 1.3%
275,361
-4,260
15
$23M 1.19%
328,280
-7,669
16
$22.1M 1.14%
155,894
+818
17
$21.2M 1.09%
683,863
-19,001
18
$20.8M 1.07%
107,652
+492
19
$19.2M 0.99%
203,899
-1,795
20
$19M 0.98%
34,937
-515
21
$19M 0.98%
101,265
-74,942
22
$18.9M 0.98%
716,979
+15,106
23
$18.8M 0.97%
168,855
-7,164
24
$15.7M 0.81%
172,533
-11,030
25
$15.4M 0.8%
74,662
-1,789
1
2 3 4 5