FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 +$29.6M
2 +$11.5M
3 +$10.3M
4
PFE icon
Pfizer
PFE
+$5.17M
5
GSK icon
GSK
GSK
+$5.13M

Top Sells

1 +$21.5M
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
+$10.6M

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
251
-3,290
252
-6,408
253
-1,166
254
-2,255
255
-45,987
256
-33,610
257
-10,756
258
-5,085
259
-13,007
260
-156,710
261
-56,342
262
-51,087
263
-14,738
264
-3,000
265
-77,296
266
-12,339
267
-20,683
268
-10,000
269
-5,466
270
-35,000
271
-30,000
272
-10,263
273
-210,000
274
-158,721
275
-4,076