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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$10M
3
+$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1
+$4.18M
2
+$2.23M
3
+$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.64%
152,751
+5,795
27
$14.8M 1.62%
278,353
-822
28
$14.8M 1.62%
148,705
+3,187
29
$14.6M 1.6%
162,495
+5,691
30
$13.9M 1.52%
372,490
+35,286
31
$12.9M 1.41%
216,724
+7,000
32
$12.7M 1.39%
350,409
+29,269
33
$12.7M 1.38%
477,750
+11,082
34
$12.4M 1.35%
130,957
+2,894
35
$10.9M 1.19%
65,477
-1,304
36
$10M 1.09%
+795,026
37
$8.46M 0.92%
690,896
-80,203
38
$8.23M 0.9%
354,328
-5,220
39
$5.63M 0.61%
67,882
-26,892
40
$5.58M 0.61%
504,460
-24,044
41
$4.58M 0.5%
134,492
+3,096
42
$3.83M 0.42%
29,377
+2,082
43
$3.47M 0.38%
34,426
+7,499
44
$3.43M 0.37%
121,763
-8,984
45
$3.38M 0.37%
+334,517
46
$3.12M 0.34%
100,871
-67
47
$3.08M 0.34%
195,826
+5,903
48
$2.83M 0.31%
72,282
+1,832
49
$2.72M 0.3%
63,836
50
$2.56M 0.28%
107,678
+24,278
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