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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.65M

Sector Composition

1 Healthcare 13.57%
2 Financials 12.16%
3 Consumer Staples 11.48%
4 Technology 9.87%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.13%
21,067
+599
102
$2.05M 0.13%
+22,527
103
$1.91M 0.12%
64,617
+2,554
104
$1.84M 0.11%
45,135
-61
105
$1.81M 0.11%
16,848
+1,068
106
$1.79M 0.11%
+146,458
107
$1.77M 0.11%
72,204
+2,470
108
$1.75M 0.11%
21,037
+6,032
109
$1.74M 0.11%
60,208
-52,169
110
$1.72M 0.11%
12,057
+3,227
111
$1.67M 0.1%
10,194
-198
112
$1.63M 0.1%
1,368
+381
113
$1.62M 0.1%
44,805
+8,809
114
$1.61M 0.1%
28,340
+3,000
115
$1.6M 0.1%
67,940
+49,913
116
$1.58M 0.1%
175,077
+114,177
117
$1.57M 0.1%
24,960
118
$1.56M 0.1%
49,645
-2,630
119
$1.53M 0.09%
10,425
+3,691
120
$1.52M 0.09%
18,371
-40,762
121
$1.5M 0.09%
+12,730
122
$1.49M 0.09%
69,391
123
$1.44M 0.09%
73,380
+3,372
124
$1.38M 0.09%
12,912
-39
125
$1.36M 0.08%
15,163
-6,056
3 4
5
6 7