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
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 5.3%
+558,816
2
$27.2M 4.23%
+2,013,718
3
$24.3M 3.78%
279,979
+4,832
4
$20.8M 3.23%
279,117
+11,013
5
$20.4M 3.18%
223,688
+9,521
6
$20.2M 3.15%
233,779
+10,346
7
$19.7M 3.07%
287,318
+13,995
8
$19.3M 3%
109,106
+8,310
9
$19.1M 2.98%
168,669
+2,746
10
$18.2M 2.84%
270,844
-38,752
11
$18.2M 2.83%
547,513
+26,686
12
$17.6M 2.74%
177,404
+9,102
13
$17.6M 2.73%
138,340
+6,494
14
$17.5M 2.72%
524,800
+20,993
15
$16M 2.49%
201,309
+11,839
16
$16M 2.49%
254,853
+70,398
17
$15.4M 2.39%
130,795
+8,504
18
$14.3M 2.23%
53,010
+2,412
19
$13.9M 2.16%
459,417
+18,436
20
$13.1M 2.04%
82,776
+2,703
21
$12.5M 1.94%
442,002
+16,598
22
$12.1M 1.89%
135,428
+4,908
23
$11.8M 1.83%
133,296
+126,494
24
$11.7M 1.83%
373,582
+16,305
25
$11.5M 1.79%
303,928
+11,740
1
2 3 4 5