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
201
$238K 0.02%
+5,989
202
$233K 0.02%
+2,755
203
$232K 0.02%
9,400
204
$231K 0.02%
+3,523
205
$231K 0.02%
5,533
-5,497
206
$227K 0.02%
6,666
207
$224K 0.02%
+10,687
208
$224K 0.02%
+4,210
209
$221K 0.02%
1,500
210
$219K 0.02%
+6,937
211
$219K 0.02%
+12,616
212
$217K 0.02%
7,560
-12,664
213
$216K 0.02%
+2,255
214
$210K 0.02%
+3,290
215
$209K 0.02%
5,745
-1,163
216
$208K 0.02%
+2,642
217
$208K 0.02%
13,818
+125
218
$208K 0.02%
+65,271
219
$203K 0.02%
+6,632
220
$203K 0.02%
+3,122
221
$201K 0.02%
+1,324
222
$183K 0.02%
1,833
223
$170K 0.02%
22,626
224
$169K 0.01%
16,727
+4,056
225
$166K 0.01%
12,908
7 8
9
10 11