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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.65M

Sector Composition

1 Healthcare 13.57%
2 Financials 12.16%
3 Consumer Staples 11.48%
4 Technology 9.87%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.02M 0.43%
691,236
-97,864
52
$6.5M 0.4%
79,195
+16,639
53
$5.88M 0.36%
132,680
+66,320
54
$5.65M 0.35%
49,317
+2,297
55
$5.22M 0.32%
6,150
-1,253
56
$5.04M 0.31%
241,155
-17,993
57
$5.04M 0.31%
118,687
+10,776
58
$5M 0.31%
20
+3
59
$4.92M 0.3%
20,867
-15,619
60
$4.76M 0.29%
302,993
-6,573
61
$4.75M 0.29%
305,174
+14,981
62
$4.62M 0.29%
319,141
-35,398
63
$4.56M 0.28%
464,709
-156,512
64
$4.53M 0.28%
327,817
-13,189
65
$4.53M 0.28%
31,895
-673
66
$4.4M 0.27%
305,924
+96,318
67
$4.29M 0.27%
19,841
68
$4.04M 0.25%
306,938
-110,697
69
$3.96M 0.25%
271,141
-5,416
70
$3.8M 0.23%
3,064
+2,317
71
$3.77M 0.23%
88,980
+19,940
72
$3.34M 0.21%
250,339
+17,645
73
$3.23M 0.2%
528,117
+4,228
74
$3.15M 0.2%
181,611
-72,692
75
$3.12M 0.19%
97,129
+6,406
1 2
3
4 5