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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 1.4%
1,003,073
+44,984
27
$21.8M 1.35%
207,092
+13,265
28
$21.5M 1.33%
341,792
-7,205
29
$20.6M 1.28%
311,036
+15,664
30
$19.3M 1.19%
635,668
+20,265
31
$18.7M 1.16%
164,794
+6,109
32
$18.6M 1.15%
432,704
+23,909
33
$18.2M 1.13%
47,469
-24,428
34
$17.9M 1.11%
139,757
-470
35
$17M 1.05%
154,607
+14,746
36
$16.9M 1.05%
380,034
+30,000
37
$16.4M 1.02%
145,278
+9,631
38
$15.4M 0.96%
269,214
+1,503
39
$12.5M 0.77%
347,104
+48,004
40
$12.5M 0.77%
889,746
-55,255
41
$12.2M 0.76%
296,443
+22,509
42
$12.1M 0.75%
190,606
+27,074
43
$10.9M 0.68%
508,762
-5,224
44
$9.77M 0.6%
486,516
+9,797
45
$9.53M 0.59%
1,096,958
-98,827
46
$9.33M 0.58%
928,627
-40,059
47
$9.06M 0.56%
103,143
+94,313
48
$8.54M 0.53%
146,227
-2,037
49
$8.04M 0.5%
118,366
+5,815
50
$7.33M 0.45%
289,288
-36,209
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