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
$1.2B
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$11.1M
3
+$10.4M
4
PFE icon
Pfizer
PFE
+$5.37M
5
GSK icon
GSK
GSK
+$5.16M

Top Sells

1
+$21.9M
2
+$16.2M
3
+$12.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.5M

Sector Composition

1 Consumer Staples 13.17%
2 Financials 13.15%
3 Technology 12.74%
4 Healthcare 10.54%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$339K 0.03%
2,961
177
$336K 0.03%
10,610
+3,050
178
$332K 0.03%
+4,581
179
$332K 0.03%
30,000
+13,273
180
$331K 0.03%
2,909
181
$329K 0.03%
5,570
-3,454
182
$325K 0.03%
3,860
-124,310
183
$317K 0.03%
23,710
-2,821
184
$313K 0.03%
+1,761
185
$300K 0.03%
+3,741
186
$298K 0.02%
20,750
-11,760
187
$292K 0.02%
4,667
+1,144
188
$284K 0.02%
5,814
+480
189
$283K 0.02%
2,613
+242
190
$279K 0.02%
10,728
+296
191
$271K 0.02%
27,324
+10,450
192
$270K 0.02%
7,244
+1,255
193
$261K 0.02%
+2,475
194
$253K 0.02%
6,000
195
$249K 0.02%
+1,227
196
$246K 0.02%
9,400
197
$242K 0.02%
+5,750
198
$241K 0.02%
+2,752
199
$240K 0.02%
1,603
+279
200
$238K 0.02%
+2,305
6 7
8
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