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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.3M 1.25%
428,403
-359,167
27
$20.8M 1.22%
41,714
-6,686
28
$20.1M 1.18%
398,192
-36,066
29
$19.2M 1.13%
539,916
-5,565
30
$18.5M 1.09%
334,857
-33,967
31
$17.9M 1.05%
177,259
-11,428
32
$15.9M 0.93%
360,936
-370,989
33
$14.7M 0.86%
175,436
-27,493
34
$14.4M 0.85%
665,244
-15,996
35
$13.9M 0.81%
247,083
-7,428
36
$13.2M 0.78%
285,344
+15,804
37
$13M 0.76%
136,163
+113,541
38
$11.8M 0.69%
113,085
+3,459
39
$11.6M 0.68%
86,905
+391
40
$11.4M 0.67%
980,789
+24,139
41
$11.2M 0.66%
163,648
-32,453
42
$10.8M 0.64%
+143,215
43
$10.7M 0.63%
+1,048,045
44
$9.89M 0.58%
419,752
-20,361
45
$9.1M 0.53%
107,100
-3,120
46
$7.7M 0.45%
41,508
-746
47
$7.64M 0.45%
961,697
-109,320
48
$6.11M 0.36%
22,531
-3,064
49
$5.67M 0.33%
1,032,279
-36,063
50
$5.6M 0.33%
28,706
+135
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