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
1
$78.6M 6.93%
1,692,443
+624
2
$66.8M 5.89%
4,254,903
+1,132,695
3
$40.7M 3.59%
899,638
-412,123
4
$33M 2.91%
315,672
-1,809
5
$31.4M 2.77%
209,378
+4,267
6
$28.3M 2.49%
254,134
+3,833
7
$26.8M 2.36%
488,823
+12,965
8
$25.8M 2.27%
573,488
+10,398
9
$25.2M 2.22%
221,207
+4,574
10
$23.4M 2.06%
384,680
+372,586
11
$23.2M 2.05%
206,789
+5,455
12
$22.7M 2%
278,626
+5,643
13
$22.5M 1.98%
2,788,800
+1,791,988
14
$22.3M 1.96%
549,052
+7,099
15
$21.9M 1.93%
61,352
+1,590
16
$21.5M 1.89%
258,357
-1,415
17
$20.2M 1.78%
272,156
+14,160
18
$20M 1.77%
154,211
+3,077
19
$19.7M 1.73%
665,714
+543,414
20
$19.7M 1.73%
211,361
+70,877
21
$19.3M 1.7%
391,297
+7,324
22
$18.6M 1.64%
156,353
+3,297
23
$18.5M 1.63%
196,776
+5,970
24
$17.6M 1.55%
114,509
-5,616
25
$17.2M 1.51%
500,444
+8,572
1
2 3 4 5