FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+4.4%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.81B
AUM Growth
+$105M
(+6.2%)
Cap. Flow
+$44.5M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
36.84%
Holding
377
New
44
Increased
140
Reduced
125
Closed
19
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$19.3M |
| 2 |
Boeing
BA
|
+$16.8M |
| 3 |
Starbucks
SBUX
|
+$13.2M |
| 4 |
PX
Praxair Inc
PX
|
+$12.1M |
| 5 |
Halliburton
HAL
|
+$11.8M |
Top Sells
| 1 |
ROIC
Retail Opportunity Investments Corp.
ROIC
|
+$17.4M |
| 2 |
Oracle
ORCL
|
+$17.2M |
| 3 |
Johnson & Johnson
JNJ
|
+$16.8M |
| 4 |
Altria Group
MO
|
+$10.7M |
| 5 |
JMBA
Jamba, Inc.
JMBA
|
+$3.87M |
Sector Composition
| 1 | Communication Services | 16.25% |
| 2 | Technology | 12.61% |
| 3 | Real Estate | 10.57% |
| 4 | Financials | 10.03% |
| 5 | Industrials | 7.61% |
