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
201
$363K 0.02%
7,013
-161
202
$361K 0.02%
+13,228
203
$360K 0.02%
17,616
+4,170
204
$357K 0.02%
10,658
-312
205
$357K 0.02%
+22,290
206
$351K 0.02%
+3,106
207
$344K 0.02%
+9,600
208
$339K 0.02%
7,263
+1,539
209
$339K 0.02%
10,206
-371
210
$335K 0.02%
3,828
+977
211
$333K 0.02%
3,248
212
$323K 0.02%
+2,853
213
$323K 0.02%
+10,000
214
$322K 0.02%
10,434
+1,034
215
$318K 0.02%
+6,829
216
$315K 0.02%
45,133
+3,342
217
$313K 0.02%
+65,824
218
$313K 0.02%
1,684
+66
219
$311K 0.02%
+20,160
220
$309K 0.02%
+11,391
221
$309K 0.02%
+2,675
222
$309K 0.02%
+14,166
223
$305K 0.02%
+4,145
224
$302K 0.02%
+5,106
225
$301K 0.02%
+1,590
7 8
9
10 11