FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+5.05%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.62B
AUM Growth
+$88.3M
(+5.8%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
356
New
45
Increased
120
Reduced
109
Closed
43
Top Buys
| 1 |
LVLT
Level 3 Communications Inc
LVLT
|
+$13.4M |
| 2 |
Las Vegas Sands
LVS
|
+$10.6M |
| 3 |
JPMorgan Chase
JPM
|
+$8.28M |
| 4 |
VER
VEREIT, Inc.
VER
|
+$6.54M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$4.6M |
Top Sells
| 1 |
Blackrock
BLK
|
+$9.37M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$9.04M |
| 3 |
Goldman Sachs
GS
|
+$7.32M |
| 4 |
iShares California Muni Bond ETF
CMF
|
+$5.97M |
| 5 |
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% |
