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
326
$52K ﹤0.01%
750
+250
327
$50K ﹤0.01%
117,371
328
$39K ﹤0.01%
1,200
329
$37K ﹤0.01%
1,553
330
$30K ﹤0.01%
12,700
331
$29K ﹤0.01%
2,667
332
$11K ﹤0.01%
2,266
333
$4K ﹤0.01%
1,000
334
– –
-32,100
335
– –
-3,280
336
– –
-125,000
337
– –
-5,783
338
– –
-128,146
339
– –
-67,308
340
– –
-21,000
341
– –
-2,994
342
– –
-4,558
343
– –
-10,752
344
– –
-6,555
345
– –
-26,086
346
– –
-1,025
347
– –
-3,020
348
– –
-1,682
349
– –
-19,000
350
– –
-123,620
11 12 13
14
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