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
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.07M 0.62%
878,783
+259,638
52
$8.98M 0.61%
328,143
+65,771
53
$8.82M 0.6%
1,125,074
+216,557
54
$8.75M 0.6%
145,748
+1,394
55
$8.72M 0.6%
993,794
+329,184
56
$8.31M 0.57%
179,064
+123,062
57
$7.23M 0.49%
274,876
+9,440
58
$6.83M 0.47%
67,483
+8,664
59
$6.36M 0.43%
198,723
-43,329
60
$6.32M 0.43%
301,298
+77,579
61
$5.41M 0.37%
269,035
+36,380
62
$5.13M 0.35%
559,995
+133,421
63
$5.12M 0.35%
513,115
+53,645
64
$4.88M 0.33%
272,789
+1,611
65
$4.83M 0.33%
+277,085
66
$4.62M 0.32%
15,084
+376
67
$4.55M 0.31%
69,329
-24,501
68
$4.5M 0.31%
24,064
+6,898
69
$4.16M 0.28%
337,306
+83,076
70
$4.15M 0.28%
21
-1,579
71
$3.99M 0.27%
92,810
-6,063
72
$3.8M 0.26%
297,738
+90,927
73
$3.69M 0.25%
405,426
+100,225
74
$3.56M 0.24%
138,259
-7,762
75
$3.28M 0.22%
125,386
+28,282
1 2
3
4 5