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
351
-4,146
352
-2,860
353
-5,593
354
-64,000
355
-16,175
356
-46,006
357
-18,706
358
-12,705