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
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$660K 0.1%
+16,391
77
$642K 0.1%
14,353
+9,355
78
$628K 0.1%
12,000
-3,450
79
$626K 0.1%
10,072
-285
80
$610K 0.09%
59,992
-5,391
81
$585K 0.09%
+7,000
82
$582K 0.09%
32,307
+4,742
83
$567K 0.09%
60,439
-973
84
$555K 0.09%
63,937
+30,824
85
$553K 0.09%
9,999
+1,027
86
$553K 0.09%
20,726
+739
87
$534K 0.08%
40,933
+27,689
88
$521K 0.08%
+11,255
89
$516K 0.08%
7,344
-602
90
$512K 0.08%
28,375
+7,128
91
$511K 0.08%
7,526
+239
92
$508K 0.08%
+15,314
93
$508K 0.08%
+12,063
94
$506K 0.08%
23,197
95
$485K 0.08%
+7,335
96
$480K 0.07%
+33,581
97
$478K 0.07%
+35,085
98
$475K 0.07%
9,440
99
$469K 0.07%
26,153
+14,363
100
$468K 0.07%
+14,603
2 3
4
5 6