FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
This Quarter Return
+3.55%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$917M
AUM Growth
+$917M
(+14%)
Cap. Flow
+$97.4M
Cap. Flow
% of AUM
10.62%
Top 10 Holdings %
Top 10 Hldgs %
36.04%
Holding
254
New
58
Increased
106
Reduced
50
Closed
12
Top Buys
| 1 |
VER
VEREIT, Inc.
VER
|
$29M |
| 2 |
Telefonica
TEF
|
$10M |
| 3 |
Union Pacific
UNP
|
$7.58M |
| 4 |
Apple
AAPL
|
$7.04M |
| 5 |
Nuveen California Municipal Value Fund
NCA
|
$3.38M |
Top Sells
| 1 |
Microsoft
MSFT
|
$4.18M |
| 2 |
Gilead Sciences
GILD
|
$2.23M |
| 3 |
Axos Financial
AX
|
$1.29M |
| 4 |
PCM
PCM Fund
PCM
|
$982K |
| 5 |
RGT
Royce Global Value Trust
RGT
|
$666K |
Sector Composition
| 1 | Financials | 14.8% |
| 2 | Consumer Staples | 14.11% |
| 3 | Technology | 12.68% |
| 4 | Healthcare | 10.08% |
| 5 | Industrials | 9.52% |