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
276
$244K 0.01%
5,417
+702
277
$244K 0.01%
4,566
-5,353
278
$242K 0.01%
+1,431
279
$241K 0.01%
2,977
-878
280
$237K 0.01%
+4,562
281
$237K 0.01%
4,461
+40
282
$233K 0.01%
+2,250
283
$233K 0.01%
3,330
+74
284
$230K 0.01%
+3,077
285
$224K 0.01%
10,200
286
$221K 0.01%
8,102
287
$221K 0.01%
14,612
+647
288
$221K 0.01%
2,498
-6,066
289
$215K 0.01%
1,900
-3,595
290
$214K 0.01%
+5,518
291
$214K 0.01%
2,786
-1,557
292
$213K 0.01%
1,948
293
$210K 0.01%
25,000
294
$209K 0.01%
+3,448
295
$209K 0.01%
5,783
296
$209K 0.01%
13,734
297
$204K 0.01%
6,560
-180
298
$198K 0.01%
13,165
-4,140
299
$188K 0.01%
10,352
300
$180K 0.01%
12,908
10 11
12
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