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
76
$1.7M 0.15%
76,253
+3,160
77
$1.7M 0.15%
18,109
+713
78
$1.69M 0.15%
119,794
+69,652
79
$1.69M 0.15%
13,956
+581
80
$1.64M 0.14%
34,916
+7,022
81
$1.56M 0.14%
63,735
+7,516
82
$1.55M 0.14%
65,100
+3,000
83
$1.43M 0.13%
50,713
-871
84
$1.33M 0.12%
30,748
-1,166
85
$1.27M 0.11%
29,565
-6,550
86
$1.26M 0.11%
35,022
-14,686
87
$1.25M 0.11%
96,752
+34,342
88
$1.17M 0.1%
60,000
89
$1.15M 0.1%
73,270
+39,609
90
$1.15M 0.1%
12,631
+28
91
$1.1M 0.1%
+56,342
92
$1.05M 0.09%
17,793
+1,642
93
$1.04M 0.09%
97,175
-39,381
94
$1M 0.09%
6,311
+600
95
$996K 0.09%
94,823
+2,112
96
$990K 0.09%
59,272
+30,449
97
$970K 0.09%
22,977
+2,247
98
$955K 0.08%
11,670
99
$924K 0.08%
171,428
-6,729
100
$921K 0.08%
41,938
+5,632
2 3
4
5 6