FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
-3.45%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.79B
AUM Growth
-$60.6M
(-3.3%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
363
New
34
Increased
112
Reduced
136
Closed
41
Top Buys
| 1 |
RTX Corp
RTX
|
$29.3M |
| 2 |
Unilever
UL
|
$20.5M |
| 3 |
GPT
Gramercy Property Trust
GPT
|
$14.8M |
| 4 |
VER
VEREIT, Inc.
VER
|
$13.7M |
| 5 |
Brookfield
BN
|
$13.2M |
Top Sells
| 1 |
Macerich
MAC
|
$22.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$20.2M |
| 3 |
Wells Fargo
WFC
|
$19.1M |
| 4 |
AGN
Allergan plc
AGN
|
$18.8M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$11.4M |
Sector Composition
| 1 | Communication Services | 14.36% |
| 2 | Technology | 11.66% |
| 3 | Consumer Staples | 11.35% |
| 4 | Financials | 11.17% |
| 5 | Real Estate | 10.81% |
