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
1
$74.8M 6.25%
1,518,027
+618,389
2
$70.1M 5.87%
1,725,276
+32,833
3
$67.9M 5.68%
4,297,562
+42,659
4
$35.7M 2.99%
354,842
+39,170
5
$33.3M 2.78%
230,559
+21,181
6
$28.8M 2.41%
529,349
+40,526
7
$28.3M 2.37%
292,365
+38,231
8
$28M 2.34%
253,486
+32,279
9
$27.9M 2.34%
647,264
+73,776
10
$27.3M 2.29%
828,422
+162,708
11
$27.1M 2.27%
222,648
+15,859
12
$25.2M 2.11%
627,154
+78,102
13
$24.9M 2.09%
330,890
+52,264
14
$24.7M 2.07%
3,135,197
+346,397
15
$24.6M 2.06%
67,231
+5,879
16
$24.2M 2.02%
273,363
+15,006
17
$22.6M 1.89%
215,229
+18,453
18
$21.6M 1.81%
374,930
+89,418
19
$20.9M 1.75%
417,753
+26,456
20
$20.9M 1.75%
301,027
+28,871
21
$20.7M 1.73%
265,178
+53,817
22
$19.1M 1.6%
124,611
+10,102
23
$19M 1.59%
175,423
+19,070
24
$18.8M 1.57%
536,868
+36,424
25
$17.6M 1.47%
313,386
+23,374
1
2 3 4 5