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
76
$1.88M 0.16%
115,540
+80,033
77
$1.88M 0.16%
62,775
+37,050
78
$1.86M 0.16%
118,131
+44,861
79
$1.77M 0.15%
193,514
+101,093
80
$1.63M 0.14%
65,482
+1,747
81
$1.57M 0.13%
113,216
+82,984
82
$1.56M 0.13%
54,128
+3,415
83
$1.55M 0.13%
18,934
+6,303
84
$1.54M 0.13%
106,243
+68,357
85
$1.51M 0.13%
34,655
+5,090
86
$1.44M 0.12%
57,108
+36,145
87
$1.42M 0.12%
51,490
+24,714
88
$1.42M 0.12%
21,937
+4,144
89
$1.41M 0.12%
60,580
+580
90
$1.4M 0.12%
12,314
+4,927
91
$1.38M 0.12%
+123,096
92
$1.33M 0.11%
30,749
+1
93
$1.32M 0.11%
13,837
+7,308
94
$1.27M 0.11%
38,492
+3,470
95
$1.21M 0.1%
+9,770
96
$1.2M 0.1%
14,437
+2,767
97
$1.17M 0.1%
24,600
+9,182
98
$1.16M 0.1%
+71,652
99
$1.14M 0.1%
+9,640
100
$1.13M 0.09%
+46,681
2 3
4
5 6