FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.4M
3
+$18.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.6M
5
UPS icon
United Parcel Service
UPS
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.34%
2 Financials 19.01%
3 Healthcare 13.38%
4 Industrials 12.44%
5 Technology 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.4M 1.84%
+227,669
27
$9.11M 1.78%
+776,548
28
$9.03M 1.77%
+175,506
29
$8.85M 1.73%
+118,372
30
$8.21M 1.61%
+215,237
31
$8.13M 1.59%
+595,445
32
$6.66M 1.3%
+633,306
33
$5.49M 1.08%
+105,866
34
$5.43M 1.06%
+184,246
35
$3.34M 0.65%
+114,182
36
$3.28M 0.64%
+123,417
37
$2.99M 0.59%
+25,250
38
$2.8M 0.55%
+31,024
39
$2.74M 0.54%
+193,256
40
$2.36M 0.46%
+14
41
$1.95M 0.38%
+62,764
42
$1.9M 0.37%
+11,837
43
$1.85M 0.36%
+92,891
44
$1.82M 0.36%
+72,625
45
$1.61M 0.31%
+158,467
46
$1.54M 0.3%
+110,550
47
$1.37M 0.27%
+51,306
48
$1.34M 0.26%
+33,047
49
$1.15M 0.23%
+32,529
50
$1.11M 0.22%
+9,943
1
2
3 4 5