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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$701K 0.06%
12,379
+6,777
127
$688K 0.06%
79,111
-15,712
128
$680K 0.06%
9,594
+3,004
129
$679K 0.06%
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130
$662K 0.06%
27,655
-17,546
131
$650K 0.05%
4,288
+662
132
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5,670
-79,789
133
$619K 0.05%
13,352
+4,258
134
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7,299
-42
135
$614K 0.05%
2,213
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136
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18,118
137
$585K 0.05%
8,434
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138
$570K 0.05%
11,409
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139
$554K 0.05%
13,804
-173,728
140
$528K 0.04%
+4,341
141
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6,110
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142
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7,062
-1,471
143
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35,233
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144
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2,611
-440
145
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4,437
146
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147
$504K 0.04%
11,544
-697
148
$478K 0.04%
+4,179
149
$474K 0.04%
18,667
+3,334
150
$473K 0.04%
+33,690
4 5
6
7 8