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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$136K 0.01%
11,709
227
$112K 0.01%
6,351
228
$99K 0.01%
10,621
229
$98K 0.01%
20,000
230
$86K 0.01%
55,675
-9,596
231
$76K 0.01%
46,000
232
$76K 0.01%
+10,000
233
$73K 0.01%
3,333
234
$64K 0.01%
+17,600
235
$58K ﹤0.01%
7,102
-1,765
236
$52K ﹤0.01%
2,266
237
$48K ﹤0.01%
1,000
238
$41K ﹤0.01%
117,371
239
– –
0
240
$14K ﹤0.01%
18,985
241
$13K ﹤0.01%
14,000
242
$8K ﹤0.01%
57
243
$5K ﹤0.01%
10,000
244
– –
-6,632
245
– –
-6,937
246
– –
-12,382
247
– –
-7,302
248
– –
-17,643
249
– –
-12,339
250
– –
-20,683
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10
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