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
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.12%
18,923
-543
102
$1.74M 0.12%
47,916
+5,620
103
$1.64M 0.11%
20,596
+2,064
104
$1.59M 0.11%
17,640
+12,878
105
$1.59M 0.11%
58,669
+22,289
106
$1.49M 0.1%
+38,360
107
$1.48M 0.1%
30,114
+1
108
$1.46M 0.1%
+44,390
109
$1.45M 0.1%
+18,409
110
$1.41M 0.1%
10,681
+34
111
$1.41M 0.1%
21,721
+17,391
112
$1.39M 0.09%
23,964
-5,866
113
$1.36M 0.09%
116,510
-2,724
114
$1.35M 0.09%
+86,648
115
$1.33M 0.09%
62,216
+27,701
116
$1.29M 0.09%
127,530
-5,504
117
$1.24M 0.08%
24,960
+15,860
118
$1.23M 0.08%
8,239
-1,248
119
$1.23M 0.08%
11,708
+3,602
120
$1.17M 0.08%
7,203
+504
121
$1.14M 0.08%
33,031
+10,696
122
$1.13M 0.08%
9,640
+300
123
$1.04M 0.07%
15,759
-336
124
$1.03M 0.07%
+5,032
125
$1.03M 0.07%
12,669
+250
3 4
5
6 7