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
$1B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$11.7M
4
REXR icon
Rexford Industrial Realty
REXR
+$10.2M
5
DEO icon
Diageo
DEO
+$6.66M

Top Sells

1
+$9.6M
2
+$4.89M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$1.22M
5
ERF
Enerplus Corporation
ERF
+$1.18M

Sector Composition

1 Technology 15.07%
2 Financials 14.06%
3 Consumer Staples 13.76%
4 Healthcare 10.26%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 1.45%
384,846
+12,356
27
$14.6M 1.45%
425,027
+13,000
28
$14.6M 1.45%
491,872
+14,122
29
$14.4M 1.43%
155,855
+3,104
30
$13.9M 1.38%
+130,927
31
$12.9M 1.29%
228,562
+11,838
32
$12.8M 1.27%
69,462
-23,425
33
$12.6M 1.25%
322,214
-246,059
34
$12.3M 1.22%
140,484
+9,527
35
$11.7M 1.16%
+134,801
36
$11.5M 1.14%
359,845
+9,436
37
$11.3M 1.12%
68,666
+3,189
38
$9.8M 0.97%
868,549
+73,523
39
$7.71M 0.77%
306,000
-48,328
40
$7.51M 0.75%
996,812
+737,616
41
$7.44M 0.74%
670,324
-20,572
42
$7.42M 0.74%
69,670
+1,788
43
$5.34M 0.53%
507,587
+3,127
44
$3.64M 0.36%
115,458
-19,034
45
$3.46M 0.34%
334,517
46
$3.43M 0.34%
122,300
+537
47
$3.31M 0.33%
110,757
+9,886
48
$3.22M 0.32%
218,771
+22,945
49
$2.99M 0.3%
25,064
-4,313
50
$2.69M 0.27%
13
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