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
301
$159K 0.01%
25,126
302
$116K 0.01%
+1,716
303
$111K 0.01%
+12,568
304
$95K 0.01%
3,815
+875
305
$85K 0.01%
16,528
306
$73K ﹤0.01%
5,000
307
$64K ﹤0.01%
500
308
$58K ﹤0.01%
+6,571
309
$52K ﹤0.01%
117,371
310
$42K ﹤0.01%
1,200
311
$30K ﹤0.01%
2,266
312
$30K ﹤0.01%
+19,000
313
– –
0
314
$3K ﹤0.01%
18,985
315
– –
-3,798
316
– –
-15,028
317
– –
-6,829
318
– –
-15,000
319
– –
-9,670
320
– –
-1,000
321
– –
-6,351
322
– –
-3,733
323
– –
-16,326
324
– –
-2,101
325
– –
-11,088
10 11 12
13
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