FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.3%
+674,312
27
$17.8M 1.22%
142,204
+8,948
28
$16.3M 1.11%
294,686
+11,598
29
$16M 1.09%
152,236
+7,272
30
$15.6M 1.07%
355,607
+12,697
31
$15.5M 1.06%
107,172
+12,227
32
$15.3M 1.05%
745,946
+578,498
33
$15.3M 1.04%
84,642
+7,751
34
$15.1M 1.03%
301,678
+2,438
35
$14.9M 1.02%
113,061
-2,284
36
$14.4M 0.98%
+328,349
37
$14.4M 0.98%
585,529
+50,717
38
$13.6M 0.93%
131,235
-248
39
$13.6M 0.93%
292,276
+17,345
40
$13.2M 0.9%
276,800
+20,824
41
$13.1M 0.9%
133,193
+11,357
42
$12.9M 0.88%
715,269
+84,686
43
$11.7M 0.8%
+146,891
44
$11.3M 0.77%
843,456
+429,669
45
$10.9M 0.74%
671,339
+182,445
46
$10.6M 0.73%
52,183
-16,199
47
$10.5M 0.72%
385,847
+663
48
$10.1M 0.69%
447,809
+132,960
49
$9.82M 0.67%
1,062,739
+79,200
50
$9.35M 0.64%
138,519
-10,277
1
2
3 4 5