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
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.03%
15,364
+79
152
$209K 0.03%
+8,425
153
$207K 0.03%
+3,889
154
$206K 0.03%
+12,556
155
$205K 0.03%
+9,400
156
$204K 0.03%
18,193
+2,121
157
$183K 0.03%
12,908
158
$177K 0.03%
12,186
+873
159
$152K 0.02%
+19,164
160
$134K 0.02%
14,674
161
$134K 0.02%
+10,162
162
$131K 0.02%
14,030
-5,144
163
$131K 0.02%
2,833
-829
164
$105K 0.02%
1,673
+6
165
$99K 0.02%
10,126
166
$86K 0.01%
10,582
167
$76K 0.01%
2,266
168
$30K ﹤0.01%
667
169
$25K ﹤0.01%
57
170
$18K ﹤0.01%
14,000
171
– –
-17,116
172
– –
-3,306
173
– –
-155,541
174
– –
-13,931
175
– –
-4,663
4 5 6
7
8