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
1
$451M 16.99%
1,048,018
-14,363
2
$141M 5.3%
244,087
+4,711
3
$103M 3.88%
1,061,491
-13,123
4
$93.6M 3.53%
559,940
-46,645
5
$86M 3.24%
1,444,729
+34,902
6
$76.8M 2.89%
329,448
-9,478
7
$72.3M 2.72%
926,381
+61,208
8
$69.2M 2.61%
371,590
-15,331
9
$61.9M 2.33%
134,598
-7,874
10
$56.3M 2.12%
498,900
+2,679
11
$43.8M 1.65%
1,053,886
+26,812
12
$43.7M 1.64%
320,274
-26,627
13
$41.4M 1.56%
469,235
+33,968
14
$40.4M 1.52%
1,117,916
-198
15
$37.7M 1.42%
1,504,361
-53,972
16
$36M 1.35%
518,478
-384
17
$34M 1.28%
300,611
+36,918
18
$31.7M 1.19%
545,023
-16,711
19
$30.2M 1.14%
184,156
+1,442
20
$29.8M 1.12%
519,233
+436
21
$28M 1.06%
276,977
+24,589
22
$27.8M 1.05%
131,845
-6,697
23
$25M 0.94%
205,892
-33,642
24
$23.7M 0.89%
47,942
-4,068
25
$23.4M 0.88%
105,748
+4,434
1
2 3 4 5