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
$1.62B
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.6M
3
+$8.28M
4
VER
VEREIT, Inc.
VER
+$6.54M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.6M

Top Sells

1
+$9.37M
2
+$9.04M
3
+$7.32M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$5.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.65M

Sector Composition

1 Healthcare 13.57%
2 Financials 12.16%
3 Consumer Staples 11.48%
4 Technology 9.87%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$519K 0.03%
+15,028
202
$519K 0.03%
15,306
203
$513K 0.03%
8,232
-145,003
204
$513K 0.03%
9,252
-1,063
205
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21,360
-6,426
206
$511K 0.03%
11,878
-9,010
207
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+7,589
208
$497K 0.03%
+9,966
209
$492K 0.03%
12,268
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210
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10,000
-1,736
211
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15,000
+2,450
212
$477K 0.03%
3,066
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213
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37,925
-3,283
214
$474K 0.03%
7,913
-3,264
215
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75,000
216
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5,121
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217
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218
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36,851
-1,594
219
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31,625
-5,546
220
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+16,175
221
$452K 0.03%
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222
$452K 0.03%
16,248
+8,110
223
$442K 0.03%
4,551
+51
224
$437K 0.03%
35,632
-1,156
225
$433K 0.03%
47,888
7 8
9
10 11