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
301
$211K 0.01%
+2,893
302
$211K 0.01%
+2,903
303
$208K 0.01%
+1,552
304
$208K 0.01%
5,065
+51
305
$204K 0.01%
+16,300
306
$200K 0.01%
+6,800
307
$199K 0.01%
+11,239
308
$187K 0.01%
25,000
309
$173K 0.01%
25,126
310
$169K 0.01%
12,908
311
$157K 0.01%
17,843
-10,402
312
$150K 0.01%
+10,733
313
$150K 0.01%
+11,238
314
$149K 0.01%
+3,117
315
$148K 0.01%
+10,668
316
$147K 0.01%
15,600
317
$146K 0.01%
11,628
318
$123K 0.01%
12,568
319
$90K 0.01%
10,000
320
$90K 0.01%
2,400
321
$85K 0.01%
+10,267
322
$82K ﹤0.01%
5,733
323
$81K ﹤0.01%
16,528
324
$71K ﹤0.01%
2,940
325
$54K ﹤0.01%
455
11 12
13
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