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
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.69M 0.39%
82,886
+3,691
52
$6.03M 0.35%
225,480
-63,808
53
$5.51M 0.32%
122,793
+4,106
54
$5.43M 0.32%
6,263
+113
55
$5.26M 0.31%
37,366
+27,934
56
$5.09M 0.3%
20
57
$4.86M 0.29%
466,970
+2,261
58
$4.68M 0.28%
19,358
-1,509
59
$4.55M 0.27%
305,098
-826
60
$4.44M 0.26%
19,980
+139
61
$4.33M 0.25%
274,126
-31,048
62
$4.22M 0.25%
278,515
+7,374
63
$4M 0.24%
283,770
-35,371
64
$3.97M 0.23%
281,747
-46,070
65
$3.93M 0.23%
2,996
-68
66
$3.9M 0.23%
64,795
+36,455
67
$3.88M 0.23%
688,545
+156,643
68
$3.79M 0.22%
81,460
-7,520
69
$3.59M 0.21%
80,063
-299,971
70
$3.52M 0.21%
105,803
+8,674
71
$3.34M 0.2%
139,716
+36,829
72
$3.31M 0.19%
533,912
+5,795
73
$3.29M 0.19%
141,360
+2,190
74
$3.26M 0.19%
186,817
+5,206
75
$3.21M 0.19%
24,691
+607
1 2
3
4 5