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
251
$349K 0.02%
8,859
-9,106
252
$341K 0.02%
3,309
-500
253
$339K 0.02%
2,854
+494
254
$339K 0.02%
28,644
-1,702
255
$339K 0.02%
+1,975
256
$337K 0.02%
6,614
+308
257
$335K 0.02%
2,482
-2
258
$335K 0.02%
10,345
-36
259
$332K 0.02%
1,952
260
$332K 0.02%
6,320
+299
261
$324K 0.02%
18,545
-18,981
262
$323K 0.02%
+5,155
263
$315K 0.02%
1,541
264
$311K 0.02%
3,100
-7,900
265
$311K 0.02%
23,312
-2,128
266
$309K 0.02%
+23,955
267
$306K 0.02%
4,140
+3
268
$298K 0.02%
2,132
+10
269
$295K 0.02%
2,431
270
$293K 0.02%
3,707
+284
271
$282K 0.02%
3,300
-550
272
$282K 0.02%
1,383
+139
273
$277K 0.02%
23,979
274
$277K 0.02%
+10,400
275
$276K 0.02%
2,619
+268