FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+5.26%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.7B
AUM Growth
-$90.5M
(-5.1%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-9.43%
Top 10 Holdings %
Top 10 Hldgs %
37.21%
Holding
358
New
37
Increased
93
Reduced
156
Closed
25
Top Buys
| 1 |
Lowe's Companies
LOW
|
+$10.9M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$10.8M |
| 3 |
Sony
SONY
|
+$10.7M |
| 4 |
Gaming and Leisure Properties
GLPI
|
+$5.45M |
| 5 |
Martin Marietta Materials
MLM
|
+$5.01M |
Top Sells
| 1 |
Diageo
DEO
|
+$20.7M |
| 2 |
Mondelez International
MDLZ
|
+$19.4M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$17.8M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$17.8M |
| 5 |
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% |
