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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$165K 0.01%
12,292
+2,000
227
$163K 0.01%
16,874
228
$157K 0.01%
909
229
$149K 0.01%
8,867
+6,808
230
$147K 0.01%
1,000
231
$142K 0.01%
10,756
-25,134
232
$132K 0.01%
+11,709
233
$105K 0.01%
6,351
234
$98K 0.01%
+10,621
235
$97K 0.01%
20,000
236
$96K 0.01%
46,000
+30,000
237
$80K 0.01%
3,333
238
$76K 0.01%
117,371
239
$69K 0.01%
2,266
240
$63K 0.01%
35,000
-40,000
241
$34K ﹤0.01%
10,000
-15,000
242
$32K ﹤0.01%
1,000
243
$32K ﹤0.01%
30,000
244
– –
0
245
$17K ﹤0.01%
18,985
246
$14K ﹤0.01%
14,000
247
$14K ﹤0.01%
210,000
248
$11K ﹤0.01%
57
249
$7K ﹤0.01%
10,000
250
– –
-10,600
8 9
10
11 12