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
176
$521K 0.04%
19,788
-1,854
177
$516K 0.04%
8,536
+1,088
178
$506K 0.03%
+9,297
179
$493K 0.03%
+12,639
180
$481K 0.03%
38,445
181
$480K 0.03%
+9,052
182
$470K 0.03%
11,454
-840
183
$469K 0.03%
3,113
+1,845
184
$464K 0.03%
40,355
185
$449K 0.03%
+7,921
186
$445K 0.03%
4,825
+200
187
$441K 0.03%
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188
$440K 0.03%
9,190
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189
$430K 0.03%
4,642
-30
190
$426K 0.03%
4,315
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191
$414K 0.03%
15,614
192
$412K 0.03%
4,864
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193
$406K 0.03%
29,592
-129,450
194
$404K 0.03%
6,065
-161
195
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2,751
-594
196
$396K 0.03%
5,300
197
$394K 0.03%
14,477
-2,798
198
$381K 0.03%
5,231
+465
199
$380K 0.03%
+5,861
200
$380K 0.03%
8,905
-2,439