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
$1.14B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$17.8M
3
+$16.1M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$14.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.4M

Top Sells

1
+$18.6M
2
+$13.9M
3
+$12.2M
4
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$1.72M
5
GSK icon
GSK
GSK
+$1.35M

Sector Composition

1 Technology 13.61%
2 Financials 12.78%
3 Consumer Staples 12.45%
4 Healthcare 10.72%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$362K 0.03%
26,531
-25,129
177
$360K 0.03%
10,263
178
$359K 0.03%
+12,382
179
$346K 0.03%
5,602
-32
180
$344K 0.03%
22,858
+6,520
181
$311K 0.03%
+13,007
182
$309K 0.03%
2,961
+150
183
$303K 0.03%
10,584
-3,741
184
$277K 0.02%
10,432
+60
185
$274K 0.02%
5,334
-6,677
186
$272K 0.02%
6,000
187
$268K 0.02%
15,003
-4,388
188
$263K 0.02%
3,744
189
$262K 0.02%
2,909
190
$262K 0.02%
30,000
191
$259K 0.02%
1,218
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192
$256K 0.02%
6,408
193
$254K 0.02%
2,970
+83
194
$252K 0.02%
+16,236
195
$251K 0.02%
2,371
196
$249K 0.02%
3,000
197
$248K 0.02%
30,000
+8,000
198
$243K 0.02%
+2,175
199
$241K 0.02%
+2,751
200
$241K 0.02%
+1,166
6 7
8
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