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
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.05%
11,464
127
$324K 0.05%
+3,625
128
$301K 0.05%
+8,648
129
$298K 0.05%
6,553
+1,367
130
$296K 0.05%
+3,812
131
$295K 0.05%
4,648
+1,184
132
$281K 0.04%
5,000
133
$279K 0.04%
+11,337
134
$278K 0.04%
+6,811
135
$272K 0.04%
2,433
+26
136
$267K 0.04%
4,794
-211
137
$263K 0.04%
12,593
-637
138
$261K 0.04%
+10,130
139
$253K 0.04%
+7,400
140
$253K 0.04%
+27,608
141
$252K 0.04%
+6,400
142
$240K 0.04%
+49,700
143
$238K 0.04%
+2,411
144
$234K 0.04%
+7,052
145
$231K 0.04%
+6,730
146
$230K 0.04%
2,711
147
$228K 0.04%
2,734
-777
148
$225K 0.04%
+4,247
149
$217K 0.03%
+9,957
150
$217K 0.03%
2,717
-425
4 5
6
7 8