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
$1B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$11.7M
4
REXR icon
Rexford Industrial Realty
REXR
+$10.2M
5
DEO icon
Diageo
DEO
+$6.66M

Top Sells

1
+$9.6M
2
+$4.89M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$1.22M
5
ERF
Enerplus Corporation
ERF
+$1.18M

Sector Composition

1 Technology 15.07%
2 Financials 14.06%
3 Consumer Staples 13.76%
4 Healthcare 10.26%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.27%
67,166
+3,330
52
$2.65M 0.26%
28,163
-6,263
53
$2.61M 0.26%
105,895
+71,472
54
$2.61M 0.26%
118,650
+10,972
55
$2.31M 0.23%
11,698
+694
56
$2.19M 0.22%
55,100
+3,350
57
$2.06M 0.2%
52,044
+4,208
58
$2.05M 0.2%
44,894
+874
59
$2M 0.2%
49,708
-22,574
60
$1.97M 0.2%
+10,900
61
$1.86M 0.19%
208,856
+121,629
62
$1.72M 0.17%
70,527
+43,495
63
$1.7M 0.17%
78,462
+21,190
64
$1.69M 0.17%
31,369
+6,002
65
$1.65M 0.16%
73,093
+55,093
66
$1.65M 0.16%
17,396
+291
67
$1.64M 0.16%
13,375
+779
68
$1.64M 0.16%
249,763
+28,981
69
$1.49M 0.15%
51,584
+5,021
70
$1.42M 0.14%
136,556
-3,947
71
$1.39M 0.14%
62,100
+3,300
72
$1.36M 0.14%
36,115
+12,700
73
$1.36M 0.14%
60,374
+25,588
74
$1.35M 0.13%
11,622
+1,043
75
$1.33M 0.13%
56,219
+8,852
1 2
3
4 5