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
1
$84.5M 5.23%
1,283,564
-70,503
2
$65M 4.03%
1,532,373
+154,002
3
$62.7M 3.88%
376,163
+5,965
4
$49.3M 3.05%
1,517,642
+41,914
5
$43.3M 2.68%
383,170
-41,634
6
$42M 2.6%
734,105
+233,416
7
$38.1M 2.36%
159,559
+12,972
8
$36.3M 2.24%
356,661
+45,217
9
$34.4M 2.13%
320,205
+14,467
10
$34.3M 2.12%
826,220
+58,280
11
$34.1M 2.11%
1,296,048
+83,391
12
$33.4M 2.07%
288,919
+25,267
13
$32.8M 2.03%
574,691
+185,394
14
$31.8M 1.97%
712,429
+41,370
15
$31.8M 1.97%
255,023
+10,645
16
$31.7M 1.96%
444,425
+11,136
17
$31.5M 1.95%
667,576
+21,205
18
$31.4M 1.95%
564,803
+2,021
19
$30.2M 1.87%
498,252
+20,517
20
$26.7M 1.65%
331,721
+27,639
21
$26.7M 1.65%
709,781
+11,835
22
$25.7M 1.59%
1,223,010
+165,908
23
$25.6M 1.59%
1,138,558
+25,095
24
$23.7M 1.47%
103,320
-31,864
25
$23.4M 1.45%
722,285
+41,639
1
2 3 4 5