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
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.07%
48,580
-12,400
127
$1.01M 0.07%
31,529
+5,083
128
$988K 0.07%
14,169
-744
129
$976K 0.07%
40,916
-2,732
130
$969K 0.07%
12,900
+4,300
131
$963K 0.07%
37,053
+5,495
132
$958K 0.07%
+31,510
133
$926K 0.06%
42,950
+20,432
134
$925K 0.06%
15,610
+488
135
$925K 0.06%
39,994
-2,145
136
$867K 0.06%
66,418
-3,056
137
$852K 0.06%
87,477
+60,218
138
$843K 0.06%
5,220
+1,149
139
$828K 0.06%
9,827
+234
140
$825K 0.06%
+8,203
141
$810K 0.06%
12,264
+2,536
142
$798K 0.05%
+15,950
143
$798K 0.05%
+32,350
144
$798K 0.05%
+16,370
145
$797K 0.05%
+45,450
146
$793K 0.05%
66,528
-881
147
$785K 0.05%
30,706
-9,557
148
$779K 0.05%
15,448
-48,263
149
$772K 0.05%
+9,800
150
$768K 0.05%
7,719
+3,300
4 5
6
7 8