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
$743M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.44M
3
+$8.14M
4
DVN icon
Devon Energy
DVN
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.48M

Top Sells

1
+$11.5M
2
+$5.73M
3
+$3.24M
4
PFN
PIMCO Income Strategy Fund II
PFN
+$1.03M
5
LUMN icon
Lumen
LUMN
+$1.02M

Sector Composition

1 Financials 17.39%
2 Consumer Staples 16.01%
3 Technology 12.87%
4 Healthcare 9.75%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.03%
2,471
+60
152
$255K 0.03%
6,653
-8,661
153
$251K 0.03%
+12,935
154
$249K 0.03%
+19,651
155
$244K 0.03%
3,500
+1,827
156
$241K 0.03%
+1,500
157
$241K 0.03%
2,653
-81
158
$240K 0.03%
24,709
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159
$237K 0.03%
12,661
+68
160
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161
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4,055
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162
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163
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164
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165
$226K 0.03%
+2,038
166
$214K 0.03%
26,248
+15,666
167
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168
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169
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170
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20,126
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171
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3,228
-4,107
172
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+3,053
173
$202K 0.03%
+9,000
174
$180K 0.02%
12,908
175
$161K 0.02%
+76,000
5 6
7
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