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
151
$864K 0.05%
11,058
-606
152
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5,705
+2,997
153
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108,688
+26,640
154
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155
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156
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8,247
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157
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15,155
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158
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159
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42,532
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160
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161
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162
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15,899
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163
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164
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+9,670
165
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166
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25,000
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170
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171
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28,823
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173
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7,321
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174
$699K 0.04%
+16,326
175
$694K 0.04%
+40,000
5 6
7
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