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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.33M 0.31%
13,618
-3,758
52
$5.11M 0.3%
440,121
-30,016
53
$5.1M 0.3%
366,911
-59,533
54
$5.05M 0.3%
20,245
55
$4.91M 0.29%
145,120
+10,915
56
$4.67M 0.27%
65,964
+1,022
57
$4.51M 0.27%
16
58
$4.42M 0.26%
30,672
-143,986
59
$4.32M 0.25%
455,482
+157,119
60
$4.3M 0.25%
460,767
-15,677
61
$4.11M 0.24%
95,529
+2,722
62
$4.1M 0.24%
475,282
+15,526
63
$4.08M 0.24%
274,447
-47,942
64
$4.07M 0.24%
3,233
-73
65
$4.04M 0.24%
91,997
+3,190
66
$4.01M 0.24%
48,496
-15,285
67
$3.97M 0.23%
669,880
-139,360
68
$3.92M 0.23%
30,982
+7,600
69
$3.87M 0.23%
363,459
-88,351
70
$3.84M 0.23%
139,559
+66,516
71
$3.82M 0.22%
67,640
-2,440
72
$3.74M 0.22%
291,087
-36,008
73
$3.62M 0.21%
299,696
+7,504
74
$3.53M 0.21%
22,372
75
$3.5M 0.21%
270,018
+43,928
1 2
3
4 5