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
$1.46B
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
1
$99.3M 6.79%
1,789,622
+67,191
2
$71.1M 4.86%
4,343,938
-114,391
3
$47.7M 3.26%
1,204,586
-317,971
4
$37.9M 2.59%
368,669
+23,203
5
$37M 2.53%
421,128
+38,912
6
$33.3M 2.28%
1,088,008
+68,699
7
$33.2M 2.27%
251,424
+12,866
8
$31.1M 2.13%
572,630
+34,880
9
$31M 2.12%
692,357
+68,500
10
$30.3M 2.07%
278,013
+13,659
11
$28.9M 1.98%
300,183
+21,277
12
$27.6M 1.89%
669,425
+32,922
13
$25.3M 1.73%
363,080
+30,247
14
$25.2M 1.72%
433,008
+13,859
15
$25.2M 1.72%
689,729
+40,658
16
$24.9M 1.7%
457,250
+28,869
17
$24.7M 1.69%
72,627
+6,589
18
$23.7M 1.62%
308,712
-72,099
19
$23.7M 1.62%
470,416
+86,895
20
$23.7M 1.62%
+1,022,185
21
$22.9M 1.57%
297,020
+18,928
22
$21.8M 1.49%
575,640
+11,920
23
$21M 1.43%
590,928
+37,842
24
$19.8M 1.36%
246,310
+239,949
25
$19.8M 1.36%
337,790
+313,772
1
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