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
251
$308K 0.02%
2,534
+128
252
$303K 0.02%
4,093
-78
253
$302K 0.02%
2,921
-5,000
254
$296K 0.02%
10,945
+522
255
$291K 0.02%
3,159
256
$289K 0.02%
5,357
-561
257
$288K 0.02%
26,480
+76
258
$286K 0.02%
+5,613
259
$284K 0.02%
4,285
+27
260
$281K 0.02%
23,979
261
$281K 0.02%
2,247
-490
262
$277K 0.02%
34,097
-13,791
263
$271K 0.02%
+3,014
264
$271K 0.02%
10,566
265
$266K 0.02%
4,083
+19
266
$265K 0.02%
6,020
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267
$263K 0.02%
5,299
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268
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2,101
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269
$260K 0.02%
2,058
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270
$259K 0.02%
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271
$256K 0.02%
+1,559
272
$256K 0.02%
6,928
273
$253K 0.01%
12,311
274
$246K 0.01%
11,433
-158
275
$245K 0.01%
1,895
-2,472
9 10
11
12 13