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
276
$256K 0.02%
+4,064
277
$255K 0.02%
17,305
+4,140
278
$251K 0.02%
11,591
279
$249K 0.02%
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-300
280
$248K 0.02%
10,200
-374
281
$247K 0.02%
2,048
-853
282
$243K 0.02%
8,102
283
$235K 0.01%
2,162
+71
284
$233K 0.01%
+4,421
285
$232K 0.01%
+18,060
286
$230K 0.01%
13,965
287
$229K 0.01%
2,101
-13,029
288
$225K 0.01%
+3,256
289
$225K 0.01%
+10,000
290
$216K 0.01%
4,715
291
$214K 0.01%
12,930
-49,998
292
$214K 0.01%
2,681
-1,060
293
$212K 0.01%
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294
$211K 0.01%
1,948
-52,120
295
$209K 0.01%
76,720
-175,240
296
$202K 0.01%
+5,783
297
$202K 0.01%
10,352
298
$201K 0.01%
13,734
299
$199K 0.01%
25,000
300
$185K 0.01%
25,126
10 11
12
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