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
251
$322K 0.02%
11,080
+328
252
$313K 0.02%
2,200
-629
253
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254
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255
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2,608
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256
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+9,100
257
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258
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3,798
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259
$305K 0.02%
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260
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261
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262
$299K 0.02%
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263
$298K 0.02%
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264
$297K 0.02%
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265
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269
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4,258
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271
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10,566
272
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6,000
273
$267K 0.02%
+6,928
274
$258K 0.02%
12,311
-17,390
275
$256K 0.02%
1,747
-302
9 10
11
12 13