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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.34%
380,986
+307,258
52
$3.98M 0.33%
175,450
+86,026
53
$3.77M 0.32%
154,965
+22,310
54
$3.68M 0.31%
125,926
+11,100
55
$3.6M 0.3%
337,917
+3,400
56
$3.35M 0.28%
62,150
+15,791
57
$3.29M 0.28%
345,288
+80,483
58
$3.22M 0.27%
30,647
+4,854
59
$3.18M 0.27%
15,402
-40,264
60
$3.04M 0.25%
14
+1
61
$2.76M 0.23%
43,042
-341,638
62
$2.65M 0.22%
167,924
+59,100
63
$2.59M 0.22%
192,684
+95,932
64
$2.58M 0.22%
61,800
+3,600
65
$2.49M 0.21%
39,897
+4,818
66
$2.46M 0.21%
52,014
+17,098
67
$2.37M 0.2%
27,881
+1,766
68
$2.21M 0.18%
153,621
+33,827
69
$2.18M 0.18%
+127,546
70
$2.06M 0.17%
17,357
+3,401
71
$2.06M 0.17%
113,986
+101,370
72
$2.04M 0.17%
24,127
+21,157
73
$1.95M 0.16%
20,052
+1,943
74
$1.91M 0.16%
75,879
+42,825
75
$1.88M 0.16%
19,568
-1,874
1 2
3
4 5