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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$29M
2 +$10M
3 +$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1 +$4.18M
2 +$2.23M
3 +$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-74,170
252
-15,765
253
-12,500