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
76
$3.08M 0.19%
116,137
-12,191
77
$3.08M 0.19%
230,328
-45,537
78
$3.05M 0.19%
139,170
+27,320
79
$3.04M 0.19%
21,819
80
$3.04M 0.19%
219,507
-80,720
81
$3M 0.19%
24,084
-64
82
$2.93M 0.18%
130,826
+160
83
$2.87M 0.18%
304,782
-17,322
84
$2.87M 0.18%
531,902
+363,267
85
$2.87M 0.18%
165,771
-10,087
86
$2.87M 0.18%
256,711
+209,672
87
$2.6M 0.16%
272,129
-123,471
88
$2.57M 0.16%
47,265
-4,908
89
$2.54M 0.16%
47,069
-869
90
$2.54M 0.16%
28,512
+7,655
91
$2.54M 0.16%
75,020
+4,791
92
$2.52M 0.16%
55,722
+6,988
93
$2.51M 0.16%
22,730
+1,900
94
$2.44M 0.15%
+102,300
95
$2.42M 0.15%
102,887
+44,406
96
$2.25M 0.14%
64,637
+106
97
$2.25M 0.14%
18,933
-160
98
$2.2M 0.14%
61,401
+2,410
99
$2.13M 0.13%
211,762
-8,873
100
$2.1M 0.13%
92,849
+2,716
2 3
4
5 6