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
$743M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.44M
3
+$8.14M
4
DVN icon
Devon Energy
DVN
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.48M

Top Sells

1
+$11.5M
2
+$5.73M
3
+$3.24M
4
PFN
PIMCO Income Strategy Fund II
PFN
+$1.03M
5
LUMN icon
Lumen
LUMN
+$1.02M

Sector Composition

1 Financials 17.39%
2 Consumer Staples 16.01%
3 Technology 12.87%
4 Healthcare 9.75%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$491K 0.07%
6,943
+1,161
102
$490K 0.07%
28,375
103
$488K 0.07%
9,570
+130
104
$476K 0.06%
30,553
+15,189
105
$463K 0.06%
16,156
106
$462K 0.06%
11,048
+4,237
107
$456K 0.06%
32,422
+3,123
108
$450K 0.06%
26,153
109
$447K 0.06%
7,647
+837
110
$447K 0.06%
32,770
-811
111
$431K 0.06%
51,479
+128
112
$430K 0.06%
6,128
-6,300
113
$422K 0.06%
8,092
+910
114
$415K 0.06%
24,255
+3,175
115
$415K 0.06%
+15,357
116
$412K 0.06%
36,427
117
$411K 0.06%
+20,822
118
$408K 0.05%
10,420
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119
$408K 0.05%
5,726
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120
$405K 0.05%
+11,324
121
$400K 0.05%
7,324
122
$399K 0.05%
2,651
+40
123
$395K 0.05%
5,571
+923
124
$392K 0.05%
7,984
-1,266
125
$389K 0.05%
4,621
-6,040
3 4
5
6 7