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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.47%
290,012
+5,324
27
$16.2M 1.43%
158,721
+23,920
28
$15.7M 1.38%
432,326
+7,299
29
$15.4M 1.36%
388,113
+3,267
30
$15.3M 1.34%
285,512
-25,332
31
$14.7M 1.3%
240,251
-7,143
32
$13.4M 1.18%
68,997
-465
33
$12.8M 1.13%
319,210
-3,004
34
$12.8M 1.13%
70,495
+1,829
35
$12.7M 1.12%
148,814
-2,955
36
$12.3M 1.08%
227,786
-776
37
$12M 1.06%
130,927
38
$11.6M 1.02%
144,277
-11,578
39
$11.4M 1.01%
55,666
+43,968
40
$11.4M 1%
+126,928
41
$11.1M 0.98%
423,439
+398,330
42
$10.4M 0.91%
+128,170
43
$10M 0.88%
363,928
+57,928
44
$9.41M 0.83%
+85,459
45
$9.02M 0.79%
840,769
-27,780
46
$7.8M 0.69%
377,613
+317,239
47
$7.62M 0.67%
715,750
+45,426
48
$7.37M 0.65%
187,532
+182,347
49
$6.72M 0.59%
71,250
+1,580
50
$6.05M 0.53%
77,612
+68,599
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