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
151
$766K 0.05%
+3,940
152
$759K 0.05%
21,493
-931
153
$747K 0.05%
3,438
+1,094
154
$721K 0.05%
+21,500
155
$719K 0.05%
+21,280
156
$692K 0.05%
34,127
-2,545
157
$683K 0.05%
8,024
+1,224
158
$672K 0.05%
2,711
-9
159
$661K 0.05%
15,265
-27,535
160
$660K 0.05%
14,272
+1,644
161
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5,152
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162
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43,555
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163
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13,811
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164
$616K 0.04%
+5,505
165
$613K 0.04%
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166
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9,029
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167
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17,589
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168
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169
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14,000
170
$558K 0.04%
36,025
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171
$557K 0.04%
11,648
172
$546K 0.04%
4,771
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173
$534K 0.04%
8,012
+578
174
$530K 0.04%
+7,812
175
$525K 0.04%
5,173
+570
5 6
7
8 9