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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$914K 0.08%
26,111
+1,743
102
$896K 0.08%
25,725
+719
103
$885K 0.08%
45,201
+3,340
104
$868K 0.08%
16,750
+1,650
105
$867K 0.08%
12,147
+1,247
106
$866K 0.08%
+4,076
107
$863K 0.08%
33,054
+11,060
108
$836K 0.07%
73,728
+13,580
109
$828K 0.07%
20,683
+1,192
110
$823K 0.07%
92,421
+26,788
111
$803K 0.07%
129,099
-120,664
112
$782K 0.07%
5,692
-526
113
$775K 0.07%
7,387
+28
114
$762K 0.07%
12,166
115
$761K 0.07%
44,040
-4,984
116
$751K 0.07%
+51,087
117
$745K 0.07%
26,776
-6,032
118
$723K 0.06%
11,039
+250
119
$718K 0.06%
19,782
+431
120
$709K 0.06%
13,090
-157
121
$702K 0.06%
14,308
+279
122
$691K 0.06%
21,500
-700
123
$666K 0.06%
13,000
+1,435
124
$664K 0.06%
9,618
-843
125
$652K 0.06%
25,703
+491
3 4
5
6 7