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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.1M
3
+$8.32M
4
VER
VEREIT, Inc.
VER
+$6.64M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.59M

Top Sells

1
+$9.34M
2
+$8.77M
3
+$7.69M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.93M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.64M

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
– –
-4,543
315
– –
-6,152
316
– –
-5,613
317
– –
-1,134
318
– –
-12,034
319
– –
-4,031
320
– –
-6,045
321
– –
-3,028
322
– –
-98,960
323
– –
-26,586
324
– –
-9,600
325
– –
-4,341
11 12
13
14 15