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
251
$245K 0.02%
+5,702
252
$244K 0.02%
+2,332
253
$241K 0.02%
+4,172
254
$240K 0.02%
4,510
-620
255
$237K 0.02%
17,881
+7,786
256
$234K 0.02%
+18,700
257
$232K 0.02%
+14,000
258
$231K 0.02%
+3,806
259
$231K 0.02%
1,855
260
$229K 0.02%
+4,964
261
$227K 0.02%
+6,500
262
$226K 0.02%
+3,134
263
$223K 0.02%
50,000
-164,302
264
$223K 0.02%
+4,000
265
$220K 0.02%
4,400
+2
266
$218K 0.01%
+7,916
267
$213K 0.01%
20,000
-27,218
268
$209K 0.01%
1,854
-2,330
269
$209K 0.01%
+5,407
270
$207K 0.01%
+27,071
271
$207K 0.01%
+10,000
272
$206K 0.01%
+6,865
273
$203K 0.01%
+2,502
274
$203K 0.01%
+2,163
275
$199K 0.01%
848
-61
9 10
11
12 13