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
301
$184K 0.01%
12,908
302
$121K 0.01%
6,351
303
$90K 0.01%
11,088
-36,178
304
$84K 0.01%
16,528
305
$78K ﹤0.01%
46,000
306
$77K ﹤0.01%
500
307
$71K ﹤0.01%
2,940
308
$69K ﹤0.01%
5,000
309
$51K ﹤0.01%
117,371
310
$49K ﹤0.01%
1,200
311
$39K ﹤0.01%
2,266
312
– –
0
313
$3K ﹤0.01%
18,985
314
– –
-11,496
315
– –
-15,000
316
– –
-40,000
317
– –
-20,618
318
– –
-7,310
319
– –
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320
– –
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321
– –
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322
– –
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323
– –
-1,134
324
– –
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325
– –
-4,031
11 12
13
14 15