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
$1.7B
AUM Growth
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$389K 0.02%
+3,127
227
$383K 0.02%
3,513
-419
228
$382K 0.02%
+4,574
229
$375K 0.02%
+5,745
230
$374K 0.02%
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231
$372K 0.02%
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+520
232
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7,353
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233
$368K 0.02%
7,515
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234
$365K 0.02%
4,412
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235
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5,063
236
$361K 0.02%
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237
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5,691
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238
$352K 0.02%
10,683
-1,585
239
$350K 0.02%
96,920
+20,200
240
$344K 0.02%
2,056
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241
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242
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243
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244
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7,372
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245
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246
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17,250
247
$323K 0.02%
2,299
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248
$320K 0.02%
+11,687
249
$319K 0.02%
12,627
-8,733
250
$315K 0.02%
10,752
-328
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