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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.65M

Sector Composition

1 Healthcare 13.57%
2 Financials 12.16%
3 Consumer Staples 11.48%
4 Technology 9.87%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.08%
48,000
127
$1.24M 0.08%
7,373
+993
128
$1.22M 0.08%
14,192
+5,107
129
$1.22M 0.08%
86,213
+15,234
130
$1.21M 0.07%
+136,043
131
$1.17M 0.07%
93,724
-36,110
132
$1.13M 0.07%
30,000
-115
133
$1.13M 0.07%
33,630
+8,757
134
$1.09M 0.07%
6,794
+1,255
135
$1.06M 0.07%
79,511
+10,374
136
$1.06M 0.07%
79,658
+12,545
137
$1.05M 0.06%
9,364
-10,263
138
$1.04M 0.06%
4,403
-7,181
139
$1.04M 0.06%
5,888
-945
140
$1.02M 0.06%
+9,432
141
$1.01M 0.06%
7,827
-826
142
$1.01M 0.06%
3,535
+2,000
143
$1.01M 0.06%
15,441
-1,393
144
$993K 0.06%
19,915
-919
145
$930K 0.06%
15,400
+4,000
146
$929K 0.06%
5,581
-27,717
147
$928K 0.06%
72,854
-183
148
$920K 0.06%
38,215
-1
149
$908K 0.06%
80,800
-900
150
$876K 0.05%
+25,595
4 5
6
7 8