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
76
$3.28M 0.22%
224,913
+56,931
77
$3.13M 0.21%
45,302
+21,962
78
$3.09M 0.21%
284,070
+46,463
79
$3.06M 0.21%
228,109
+62,127
80
$3.02M 0.21%
+25,181
81
$2.92M 0.2%
188,012
+36,339
82
$2.83M 0.19%
123,396
-4,263
83
$2.82M 0.19%
218,294
+35,073
84
$2.81M 0.19%
25,984
+20,840
85
$2.8M 0.19%
108,972
-9,638
86
$2.75M 0.19%
108,777
-71,056
87
$2.63M 0.18%
21,889
+13,231
88
$2.49M 0.17%
+23,556
89
$2.43M 0.17%
74,930
+40,308
90
$2.43M 0.17%
176,541
-105,440
91
$2.41M 0.16%
+87,533
92
$2.11M 0.14%
21,161
+3,329
93
$2.07M 0.14%
154,647
+38,160
94
$2M 0.14%
29,007
-724
95
$1.87M 0.13%
58,891
-668
96
$1.85M 0.13%
256,831
+7,987
97
$1.84M 0.13%
20,416
-2,319
98
$1.79M 0.12%
15,168
-3,903
99
$1.77M 0.12%
22,763
-1,473
100
$1.77M 0.12%
231,061
+15,884
2 3
4
5 6