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
201
$235K 0.02%
6,666
202
$235K 0.02%
1,888
-2,038
203
$233K 0.02%
15,170
+167
204
$233K 0.02%
9,000
-56,100
205
$230K 0.02%
25,825
-4,175
206
$229K 0.02%
5,533
207
$227K 0.02%
+2,428
208
$227K 0.02%
5,756
-6,037
209
$222K 0.02%
+3,199
210
$220K 0.02%
+2,749
211
$218K 0.02%
+1,993
212
$212K 0.02%
+4,962
213
$211K 0.02%
25,000
-5,000
214
$209K 0.02%
+2,350
215
$208K 0.02%
13,038
-780
216
$207K 0.02%
14,942
+2,650
217
$202K 0.02%
5,584
-161
218
$200K 0.02%
+6,115
219
$194K 0.02%
1,833
220
$190K 0.02%
1,500
221
$180K 0.02%
+15,611
222
$174K 0.01%
12,908
223
$174K 0.01%
25,126
+2,500
224
$166K 0.01%
1,100
+100
225
$141K 0.01%
909
7 8
9
10 11