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
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 1.28%
317,300
+6,264
27
$21.4M 1.26%
753,657
+31,372
28
$21M 1.23%
175,052
-113,867
29
$20.9M 1.23%
541,020
+244,577
30
$20.6M 1.21%
263,455
+242,418
31
$20M 1.18%
47,349
-120
32
$19.3M 1.14%
447,779
+15,075
33
$18.4M 1.08%
173,130
+8,336
34
$18.3M 1.07%
154,368
+9,090
35
$17.4M 1.02%
157,417
+2,810
36
$16.6M 0.97%
+285,372
37
$15.6M 0.92%
889,946
+200
38
$14.4M 0.85%
260,872
-8,342
39
$13.4M 0.79%
105,574
-34,183
40
$11.9M 0.7%
329,852
-17,252
41
$11.6M 0.68%
194,139
+3,533
42
$9.61M 0.57%
105,151
+2,008
43
$9.32M 0.55%
1,082,583
-14,375
44
$9.2M 0.54%
411,961
-96,801
45
$8.6M 0.51%
177,700
+45,020
46
$8.53M 0.5%
146,268
+41
47
$7.67M 0.45%
108,309
-10,057
48
$7.55M 0.44%
672,541
-18,695
49
$7.45M 0.44%
360,622
-125,894
50
$6.76M 0.4%
647,088
-281,539
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