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
$807M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.3M
3
+$12.2M
4
GM icon
General Motors
GM
+$11.1M
5
VER
VEREIT, Inc.
VER
+$8.64M

Top Sells

1
+$16.6M
2
+$10.2M
3
+$10.2M
4
NCA icon
Nuveen California Municipal Value Fund
NCA
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.31M

Sector Composition

1 Financials 15.3%
2 Technology 14.7%
3 Consumer Staples 14.54%
4 Healthcare 10.77%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.69%
279,175
+11,158
27
$13.5M 1.68%
138,649
-560
28
$13.4M 1.66%
146,956
+6,601
29
$13.2M 1.64%
353,281
+9,062
30
$13.2M 1.64%
156,804
-121,588
31
$12.2M 1.51%
+337,204
32
$11.7M 1.45%
209,724
+18,078
33
$11.5M 1.43%
128,063
+314
34
$11.1M 1.37%
+321,140
35
$10.3M 1.28%
66,781
+7,819
36
$9.39M 1.16%
771,099
-21,760
37
$6.89M 0.85%
359,548
-11,536
38
$6.72M 0.83%
94,774
+91,645
39
$5.5M 0.68%
528,504
+6,265
40
$3.98M 0.49%
131,396
-1,510
41
$3.98M 0.49%
130,747
-340
42
$3.25M 0.4%
27,295
-2,402
43
$3.13M 0.39%
100,938
+11,404
44
$2.84M 0.35%
189,923
+55,728
45
$2.63M 0.33%
63,836
-17,572
46
$2.63M 0.33%
26,927
-8,883
47
$2.44M 0.3%
70,450
+998
48
$2.04M 0.25%
10,925
-9,889
49
$1.97M 0.24%
83,400
-16,560
50
$1.93M 0.24%
46,887
+8,124
1
2
3 4 5