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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.65M

Sector Composition

1 Healthcare 13.57%
2 Financials 12.16%
3 Consumer Staples 11.48%
4 Technology 9.87%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$423K 0.03%
8,148
227
$416K 0.03%
3,932
-503
228
$413K 0.03%
+20,551
229
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230
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1,000
-405
231
$398K 0.02%
6,876
-4,091
232
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+7,750
233
$394K 0.02%
5,963
234
$389K 0.02%
5,063
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235
$386K 0.02%
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236
$372K 0.02%
4,734
+1,387
237
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6,225
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238
$366K 0.02%
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-38
239
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240
$362K 0.02%
+17,250
241
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6,761
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242
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243
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25,166
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244
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245
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2,406
246
$331K 0.02%
+2,881
247
$329K 0.02%
2,737
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248
$325K 0.02%
14,267
-85,224
249
$324K 0.02%
+2,882
250
$324K 0.02%
2,000
-1,586
8 9
10
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