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
101
$466K 0.07%
+16,156
102
$464K 0.07%
+25,044
103
$462K 0.07%
7,784
+30
104
$461K 0.07%
6,073
+512
105
$460K 0.07%
7,355
+365
106
$453K 0.07%
11,744
+5,862
107
$440K 0.07%
6,706
+980
108
$436K 0.07%
11,923
-555
109
$432K 0.07%
9,250
+2,121
110
$429K 0.07%
18,290
-173
111
$421K 0.07%
36,427
-1,782
112
$419K 0.07%
2,611
-50
113
$415K 0.06%
8,617
+30
114
$414K 0.06%
29,299
+13,088
115
$413K 0.06%
+51,351
116
$402K 0.06%
5,782
+1,450
117
$391K 0.06%
10,166
+72
118
$390K 0.06%
17,004
-12,587
119
$368K 0.06%
23,531
+8,489
120
$365K 0.06%
+7,324
121
$358K 0.06%
21,080
+7,062
122
$358K 0.06%
6,789
+1,067
123
$352K 0.05%
6,810
+1,268
124
$348K 0.05%
7,182
-474
125
$348K 0.05%
8,734
+2,204
3 4
5
6 7