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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.42%
488,037
-19,550
52
$4.75M 0.42%
238,442
+159,980
53
$4.41M 0.39%
143,600
+28,142
54
$4.12M 0.36%
469,866
+261,010
55
$3.83M 0.34%
228,218
+9,447
56
$3.52M 0.31%
334,517
57
$3.32M 0.29%
114,826
+4,069
58
$3.08M 0.27%
132,655
+14,005
59
$2.94M 0.26%
13
60
$2.93M 0.26%
77,296
+10,130
61
$2.89M 0.25%
25,793
+729
62
$2.53M 0.22%
264,805
+144,638
63
$2.41M 0.21%
26,115
-2,048
64
$2.4M 0.21%
105,698
-197
65
$2.33M 0.2%
12,339
+1,439
66
$2.29M 0.2%
46,359
+1,465
67
$2.27M 0.2%
58,200
+3,100
68
$2.27M 0.2%
+156,710
69
$2.13M 0.19%
45,987
-6,057
70
$2.03M 0.18%
21,442
-146,160
71
$2.02M 0.18%
35,079
+3,710
72
$1.98M 0.17%
89,424
+36,705
73
$1.94M 0.17%
+17,643
74
$1.72M 0.15%
108,824
+66,921
75
$1.71M 0.15%
80,679
+28,119
1 2
3
4 5