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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.09%
27,427
+4,450
102
$1.1M 0.09%
6,904
+593
103
$1.04M 0.09%
65,501
+6,229
104
$1.04M 0.09%
29,811
+3,700
105
$1.03M 0.09%
179,655
+50,556
106
$1.02M 0.09%
93,709
-3,466
107
$953K 0.08%
12,996
+849
108
$934K 0.08%
15,958
+6,039
109
$921K 0.08%
29,457
+9,675
110
$911K 0.08%
41,938
111
$891K 0.07%
16,237
+3,147
112
$873K 0.07%
17,580
+4,580
113
$795K 0.07%
5,764
+72
114
$791K 0.07%
8,725
-118,203
115
$788K 0.07%
33,662
-42,591
116
$787K 0.07%
+23,245
117
$786K 0.07%
56,108
+11,133
118
$757K 0.06%
9,206
-68,406
119
$750K 0.06%
12,388
+3,096
120
$742K 0.06%
30,104
+4,401
121
$741K 0.06%
21,500
122
$733K 0.06%
10,093
+475
123
$711K 0.06%
36,777
-7,263
124
$704K 0.06%
14,811
+503
125
$702K 0.06%
14,433
+5,221
3 4
5
6 7