FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+7.64%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$743M
AUM Growth
+$101M
(+16%)
Cap. Flow
+$52.8M
Cap. Flow
% of AUM
7.1%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
215
New
44
Increased
109
Reduced
27
Closed
19
Top Buys
| 1 |
Oracle
ORCL
|
$9.91M |
| 2 |
Simon Property Group
SPG
|
$8.44M |
| 3 |
Wells Fargo
WFC
|
$8.14M |
| 4 |
Devon Energy
DVN
|
$6.33M |
| 5 |
Microsoft
MSFT
|
$5.48M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$11.5M |
| 2 |
Chevron
CVX
|
$5.73M |
| 3 |
Exxon Mobil
XOM
|
$3.24M |
| 4 |
PFN
PIMCO Income Strategy Fund II
PFN
|
$1.03M |
| 5 |
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% |
