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
$807M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.3M
3
+$12.2M
4
GM icon
General Motors
GM
+$11.1M
5
VER
VEREIT, Inc.
VER
+$8.64M

Top Sells

1
+$16.6M
2
+$10.2M
3
+$10.2M
4
NCA icon
Nuveen California Municipal Value Fund
NCA
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.31M

Sector Composition

1 Financials 15.3%
2 Technology 14.7%
3 Consumer Staples 14.54%
4 Healthcare 10.77%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.22%
45,176
-10,861
52
$1.45M 0.18%
11,661
+1,769
53
$1.34M 0.17%
34,287
-2,825
54
$1.32M 0.16%
178,439
+16,257
55
$1.3M 0.16%
30,256
+14,022
56
$1.29M 0.16%
58,800
+800
57
$1.29M 0.16%
+60,000
58
$1.29M 0.16%
63,551
+3,227
59
$1.19M 0.15%
41,325
+18,034
60
$1.11M 0.14%
38,531
-15,830
61
$1.03M 0.13%
19,470
+1,255
62
$983K 0.12%
42,450
-17,004
63
$980K 0.12%
31,130
+1,322
64
$863K 0.11%
12,297
-194
65
$857K 0.11%
92,260
+15,771
66
$849K 0.11%
43,259
+2,616
67
$845K 0.1%
21,845
-897
68
$828K 0.1%
8,447
-234
69
$822K 0.1%
31,020
-13,976
70
$811K 0.1%
148,484
-536
71
$800K 0.1%
6,474
-576
72
$779K 0.1%
22,948
73
$748K 0.09%
10,718
+548
74
$743K 0.09%
11,054
-10,031
75
$738K 0.09%
13,623
+6,699
1 2
3
4 5