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
1
$321M 14.16%
1,248,307
-28,335
2
$98.8M 4.37%
903,540
-86,960
3
$88.1M 3.89%
2,568,860
-45,868
4
$67.2M 2.97%
368,353
-4,527
5
$64.2M 2.84%
469,861
+23,586
6
$59.8M 2.64%
562,633
-38,067
7
$57.1M 2.52%
354,015
-9,472
8
$54.9M 2.43%
804,698
+13,757
9
$52.5M 2.32%
192,477
-2,967
10
$48.1M 2.13%
960,494
-6,932
11
$43.9M 1.94%
85,528
+5,306
12
$42M 1.86%
1,257,310
+352,855
13
$39.5M 1.75%
125,360
-22,561
14
$38.4M 1.7%
406,903
-7,599
15
$33.6M 1.48%
88,550
+11,232
16
$32.5M 1.44%
186,174
-6,395
17
$30.8M 1.36%
136,856
-2,814
18
$29.9M 1.32%
302,660
-1,581
19
$27.9M 1.23%
248,043
+21,437
20
$26.7M 1.18%
1,632,530
+58,835
21
$25.7M 1.13%
285,926
-49,682
22
$25.3M 1.12%
704,778
+12,653
23
$25.1M 1.11%
496,375
+117,772
24
$25M 1.1%
590,903
-93,996
25
$23.2M 1.02%
150,979
+1,212
1
2 3 4 5