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
$511M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.4M
3
+$18.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.6M
5
UPS icon
United Parcel Service
UPS
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.34%
2 Financials 19.01%
3 Healthcare 13.38%
4 Industrials 12.44%
5 Technology 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.21%
+35,492
52
$1.03M 0.2%
+52,000
53
$1.01M 0.2%
+29,858
54
$956K 0.19%
+8,023
55
$919K 0.18%
+24,611
56
$812K 0.16%
+15,450
57
$765K 0.15%
+13,351
58
$758K 0.15%
+189,864
59
$744K 0.15%
+11,981
60
$717K 0.14%
+29,591
61
$708K 0.14%
+17,646
62
$679K 0.13%
+6,856
63
$674K 0.13%
+65,383
64
$639K 0.13%
+10,357
65
$630K 0.12%
+7,946
66
$619K 0.12%
+14,279
67
$615K 0.12%
+5,690
68
$614K 0.12%
+12,600
69
$572K 0.11%
+11,250
70
$569K 0.11%
+61,412
71
$536K 0.11%
+4,820
72
$525K 0.1%
+17,094
73
$517K 0.1%
+27,565
74
$506K 0.1%
+4,663
75
$501K 0.1%
+23,197
1 2
3
4 5