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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.4%
462,815
+30,489
27
$16.3M 1.37%
270,824
+30,573
28
$16.2M 1.36%
430,185
+42,072
29
$14.8M 1.24%
541,081
+117,642
30
$14.7M 1.23%
78,174
+9,177
31
$14.5M 1.22%
280,046
+52,260
32
$14.4M 1.2%
355,085
+35,875
33
$14.3M 1.2%
171,284
+22,470
34
$13.5M 1.13%
90,118
-64,093
35
$12.7M 1.07%
131,665
+738
36
$12.5M 1.05%
613,218
+235,605
37
$12.2M 1.02%
167,307
+23,030
38
$11.9M 1%
230,927
+214,177
39
$11.1M 0.93%
358,012
-5,916
40
$10.6M 0.89%
977,392
+136,623
41
$10.4M 0.87%
+233,757
42
$8.88M 0.74%
839,004
+123,254
43
$8.61M 0.72%
433,495
+195,053
44
$8.59M 0.72%
949,487
+479,621
45
$6.61M 0.55%
228,066
+84,466
46
$6.1M 0.51%
607,126
+119,089
47
$6.02M 0.5%
61,314
-9,936
48
$5.68M 0.47%
235,796
+130,098
49
$4.41M 0.37%
241,202
+12,984
50
$4.17M 0.35%
196,510
+115,831
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