We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
326
– –
-22,050
327
– –
-10,000
328
– –
-10,670
329
– –
-1,134
330
– –
-12,034
331
– –
-4,031
332
– –
-9,600
333
– –
-4,341
334
– –
-2,020
335
– –
-15,000
336
– –
-40,000
337
– –
-20,618
338
– –
-3,094
339
– –
-2,951
340
– –
-15,471
341
– –
-26,810
342
– –
-16,890
343
– –
-5,000
344
– –
-10,706
345
– –
-10,676
346
– –
-4,127
347
– –
-7,310
348
– –
-11,755
349
– –
-7,500
350
– –
-10,000
11 12 13
14
15