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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$649K 0.06%
9,919
+3,510
127
$633K 0.06%
15,418
-236
128
$632K 0.06%
+33,610
129
$618K 0.05%
8,533
+94
130
$617K 0.05%
6,529
-589
131
$610K 0.05%
+18,118
132
$599K 0.05%
5,274
-6,348
133
$581K 0.05%
9,292
-363
134
$565K 0.05%
20,963
+380
135
$564K 0.05%
3,051
-256
136
$562K 0.05%
+35,507
137
$559K 0.05%
5,873
+3,590
138
$559K 0.05%
7,341
+53
139
$555K 0.05%
44,975
-42,913
140
$553K 0.05%
7,994
-837
141
$550K 0.05%
12,241
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142
$538K 0.05%
29,686
+2,774
143
$536K 0.05%
37,886
+14,313
144
$515K 0.05%
9,024
+1,338
145
$514K 0.05%
3,626
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146
$513K 0.05%
6,209
-5,039
147
$507K 0.04%
6,590
148
$501K 0.04%
34,633
+5,059
149
$493K 0.04%
4,437
150
$473K 0.04%
11,793
+659
4 5
6
7 8