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
$743M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.44M
3
+$8.14M
4
DVN icon
Devon Energy
DVN
+$6.33M
5
MSFT icon
Microsoft
MSFT
+$5.48M

Top Sells

1
+$11.5M
2
+$5.73M
3
+$3.24M
4
PFN
PIMCO Income Strategy Fund II
PFN
+$1.03M
5
LUMN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-6,730
203
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-8,225
204
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-10,130
205
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-6,400
206
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-177,556
207
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-32,529
208
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-7,000
209
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-8,734
210
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-10,162
211
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-49,700
212
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213
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-22,647
214
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-3,625
215
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5 6 7 8
9