FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$296K 0.02%
+3,032
227
$296K 0.02%
3,741
228
$291K 0.02%
+4,965
229
$288K 0.02%
20,410
+779
230
$287K 0.02%
4,847
+703
231
$286K 0.02%
8,416
-1,000
232
$286K 0.02%
1,534
-74
233
$282K 0.02%
+6,250
234
$281K 0.02%
+8,427
235
$280K 0.02%
2,201
+320
236
$279K 0.02%
+3,693
237
$279K 0.02%
+6,671
238
$277K 0.02%
3,543
-172,208
239
$274K 0.02%
16,287
+1,290
240
$272K 0.02%
10,000
241
$270K 0.02%
+5,346
242
$270K 0.02%
6,015
-76
243
$268K 0.02%
+10,480
244
$263K 0.02%
+2,525
245
$259K 0.02%
9,984
-68
246
$256K 0.02%
+1,096
247
$255K 0.02%
5,119
+69
248
$255K 0.02%
3,749
-2,231
249
$254K 0.02%
+2,500
250
$247K 0.02%
5,906
+96
8 9
10
11 12