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
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.22%
56,165
+4,859
52
$1.35M 0.21%
144,342
-14,125
53
$1.15M 0.18%
11,507
+8,729
54
$1.12M 0.17%
59,591
+38,474
55
$1.11M 0.17%
17,350
+3,999
56
$1.06M 0.16%
53,000
+1,000
57
$1.02M 0.16%
32,529
58
$968K 0.15%
+25,650
59
$937K 0.15%
8,183
+3,363
60
$890K 0.14%
6,947
-1,076
61
$869K 0.14%
22,647
-1,964
62
$857K 0.13%
12,164
+183
63
$833K 0.13%
177,556
-12,308
64
$813K 0.13%
10,661
+6,240
65
$804K 0.13%
12,428
+6,750
66
$790K 0.12%
20,852
+3,206
67
$774K 0.12%
29,728
-130
68
$731K 0.11%
12,615
+15
69
$727K 0.11%
134,851
+45,653
70
$704K 0.11%
38,951
+16,580
71
$701K 0.11%
+17,572
72
$700K 0.11%
14,279
73
$692K 0.11%
+17,232
74
$672K 0.1%
+8,225
75
$670K 0.1%
6,965
+109
1 2
3
4 5