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
$743M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.44M
3
+$8.14M
4
DVN icon
Devon Energy
DVN
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.48M

Top Sells

1
+$11.5M
2
+$5.73M
3
+$3.24M
4
PFN
PIMCO Income Strategy Fund II
PFN
+$1.03M
5
LUMN icon
Lumen
LUMN
+$1.02M

Sector Composition

1 Financials 17.39%
2 Consumer Staples 16.01%
3 Technology 12.87%
4 Healthcare 9.75%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.21%
38,763
+13,113
52
$1.42M 0.19%
21,085
+3,735
53
$1.33M 0.18%
9,892
+1,709
54
$1.33M 0.18%
144,397
+55
55
$1.33M 0.18%
59,454
-11,495
56
$1.23M 0.17%
37,112
+16,386
57
$1.2M 0.16%
44,996
-11,169
58
$1.19M 0.16%
+162,182
59
$1.18M 0.16%
58,000
+5,000
60
$1.16M 0.16%
60,324
+733
61
$967K 0.13%
23,511
+6,279
62
$939K 0.13%
22,742
+1,890
63
$901K 0.12%
54,361
-5,631
64
$896K 0.12%
12,491
+327
65
$884K 0.12%
29,808
+80
66
$842K 0.11%
8,681
+1,716
67
$819K 0.11%
7,050
+103
68
$796K 0.11%
149,020
+14,169
69
$790K 0.11%
22,948
+8,345
70
$762K 0.1%
14,279
71
$759K 0.1%
9,319
-11,403
72
$749K 0.1%
40,643
+1,692
73
$730K 0.1%
18,215
-285,713
74
$706K 0.1%
12,000
75
$701K 0.09%
5,975
-5,532
1 2
3
4 5