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
$1B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$11.7M
4
REXR icon
Rexford Industrial Realty
REXR
+$10.2M
5
DEO icon
Diageo
DEO
+$6.66M

Top Sells

1
+$9.6M
2
+$4.89M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$1.22M
5
ERF
Enerplus Corporation
ERF
+$1.18M

Sector Composition

1 Technology 15.07%
2 Financials 14.06%
3 Consumer Staples 13.76%
4 Healthcare 10.26%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96K 0.01%
25,000
+15,000
227
$92K 0.01%
3,333
228
$84K 0.01%
+25,000
229
$76K 0.01%
2,266
230
$68K 0.01%
10,744
231
$63K 0.01%
30,000
+20,000
232
$60K 0.01%
20,000
+5,000
233
– –
0
234
$37K ﹤0.01%
1,000
235
$34K ﹤0.01%
+15,037
236
$24K ﹤0.01%
34,186
-835,361
237
$19K ﹤0.01%
14,000
238
$18K ﹤0.01%
18,985
-10,000
239
$17K ﹤0.01%
57
240
$10K ﹤0.01%
10,000
241
$2K ﹤0.01%
39,611
242
– –
-53,591
243
– –
-15,291
244
– –
-6,590
245
– –
-5,380
246
– –
-2,074
247
– –
-7,590
248
– –
-2,820
249
– –
-76,745
250
– –
-28,761
7 8 9
10
11