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
276
$273K 0.02%
15,780
+610
277
$268K 0.02%
8,102
278
$265K 0.02%
+3,799
279
$264K 0.02%
5,065
+638
280
$263K 0.02%
4,182
+228
281
$261K 0.02%
4,020
-160
282
$256K 0.02%
5,552
283
$252K 0.01%
+21,650
284
$251K 0.01%
8,820
285
$250K 0.01%
2,936
286
$249K 0.01%
6,026
-7
287
$248K 0.01%
1,330
+16
288
$247K 0.01%
+5,553
289
$246K 0.01%
+19,788
290
$244K 0.01%
5,037
-75
291
$242K 0.01%
2,474
292
$241K 0.01%
+2,895
293
$239K 0.01%
4,132
-3,014
294
$239K 0.01%
1,054
+14
295
$233K 0.01%
+9,937
296
$233K 0.01%
1,420
-214
297
$227K 0.01%
16,682
+6,049
298
$220K 0.01%
1,650
299
$218K 0.01%
+2,468
300
$217K 0.01%
16,674
+840
10 11
12
13 14