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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$438K 0.03%
10,492
-32
227
$436K 0.03%
11,195
-19,135
228
$424K 0.02%
5,963
229
$412K 0.02%
3,036
+1,224
230
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9,459
+3,033
231
$408K 0.02%
2,957
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232
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+13,000
233
$402K 0.02%
6,010
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234
$402K 0.02%
27,536
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235
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30,591
-6,260
236
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5,880
-663
237
$390K 0.02%
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-79
238
$387K 0.02%
10,009
-2,808
239
$387K 0.02%
5,667
-32
240
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4,350
-6,950
241
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2,607
242
$373K 0.02%
14,860
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243
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12,500
244
$371K 0.02%
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245
$366K 0.02%
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246
$366K 0.02%
3,527
247
$365K 0.02%
5,272
-145
248
$363K 0.02%
10,933
+2,255
249
$362K 0.02%
53,947
250
$356K 0.02%
11,061
-286
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10
11 12