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
$743M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.44M
3
+$8.14M
4
DVN icon
Devon Energy
DVN
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.48M

Top Sells

1
+$11.5M
2
+$5.73M
3
+$3.24M
4
PFN
PIMCO Income Strategy Fund II
PFN
+$1.03M
5
LUMN icon
Lumen
LUMN
+$1.02M

Sector Composition

1 Financials 17.39%
2 Consumer Staples 16.01%
3 Technology 12.87%
4 Healthcare 9.75%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$382K 0.05%
18,700
+6,144
127
$382K 0.05%
7,373
+584
128
$370K 0.05%
+12,874
129
$369K 0.05%
4,580
+1,863
130
$356K 0.05%
3,119
+686
131
$352K 0.05%
4,196
+384
132
$350K 0.05%
9,328
+680
133
$350K 0.05%
+2,600
134
$339K 0.05%
12,942
+1,605
135
$338K 0.05%
12,125
+2,168
136
$336K 0.05%
11,540
+76
137
$333K 0.04%
5,400
+606
138
$332K 0.04%
+4,142
139
$331K 0.04%
6,924
+371
140
$322K 0.04%
5,210
+210
141
$317K 0.04%
+29,755
142
$303K 0.04%
+4,244
143
$300K 0.04%
5,642
-5,613
144
$293K 0.04%
5,543
-8,810
145
$278K 0.04%
+10,708
146
$277K 0.04%
+2,771
147
$274K 0.04%
3,024
+313
148
$265K 0.04%
+3,046
149
$265K 0.04%
7,022
-30
150
$262K 0.04%
+4,555
4 5
6
7 8