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
$2.5B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$33.3M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$14.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14M

Top Sells

1
+$15.5M
2
+$6.71M
3
+$5.29M
4
CME icon
CME Group
CME
+$5.09M
5
DEO icon
Diageo
DEO
+$4.86M

Sector Composition

1 Technology 29.06%
2 Financials 8.16%
3 Healthcare 5.11%
4 Communication Services 5%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$449M 17.95%
1,066,315
-12,562
2
$113M 4.51%
214,170
+35,211
3
$93.2M 3.73%
611,848
-24,260
4
$91.6M 3.67%
1,019,331
+373,164
5
$69.6M 2.79%
1,203,095
+576,068
6
$69.6M 2.78%
385,691
-10,487
7
$60.5M 2.42%
143,915
-5,273
8
$59.6M 2.38%
347,525
+83,022
9
$56.3M 2.25%
757,968
+83,708
10
$53.6M 2.15%
360,828
-3,434
11
$50.8M 2.03%
489,165
+39,669
12
$41.8M 1.67%
1,682,055
+470,093
13
$37.4M 1.5%
1,091,924
+131,620
14
$35.4M 1.42%
421,140
+22,913
15
$33.2M 1.33%
844,240
+292,829
16
$33.1M 1.33%
183,553
-484
17
$32M 1.28%
556,424
+142,075
18
$28.4M 1.14%
142,034
-5,716
19
$27.4M 1.1%
251,810
+128,165
20
$26.7M 1.07%
346,901
-28,630
21
$25.7M 1.03%
53,272
-3,590
22
$25.4M 1.02%
491,898
+51,864
23
$25M 1%
381,803
+32,401
24
$24.9M 1%
50,382
-1,079
25
$22.5M 0.9%
245,410
-73,204
1
2 3 4 5