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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$10M
3
+$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1
+$4.18M
2
+$2.23M
3
+$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.27%
+13
52
$2.27M 0.25%
51,750
+4,863
53
$2.15M 0.23%
11,004
+79
54
$2.08M 0.23%
+259,196
55
$2.06M 0.22%
47,836
+2,660
56
$1.93M 0.21%
44,020
+9,733
57
$1.72M 0.19%
17,105
+8,658
58
$1.59M 0.17%
12,596
+935
59
$1.55M 0.17%
220,782
+42,343
60
$1.49M 0.16%
+140,503
61
$1.4M 0.15%
46,563
+5,238
62
$1.36M 0.15%
58,800
63
$1.35M 0.15%
10,579
+4,105
64
$1.35M 0.15%
30,084
-172
65
$1.33M 0.15%
25,367
+5,897
66
$1.29M 0.14%
57,272
+46,567
67
$1.18M 0.13%
+47,003
68
$1.16M 0.13%
31,130
69
$1.12M 0.12%
47,367
+4,917
70
$1.04M 0.11%
47,763
-15,788
71
$1.01M 0.11%
103,788
+11,528
72
$1M 0.11%
24,668
+1,720
73
$974K 0.11%
47,492
+4,233
74
$973K 0.11%
12,377
+3,423
75
$962K 0.1%
+23,415
1 2
3
4 5