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
$511M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.4M
3
+$18.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.6M
5
UPS icon
United Parcel Service
UPS
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.34%
2 Financials 19.01%
3 Healthcare 13.38%
4 Industrials 12.44%
5 Technology 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$494K 0.1%
+89,198
77
$489K 0.1%
+8,972
78
$487K 0.1%
+6,802
79
$464K 0.09%
+9,440
80
$457K 0.09%
+38,209
81
$451K 0.09%
+12,478
82
$449K 0.09%
+18,463
83
$444K 0.09%
+7,754
84
$433K 0.08%
+22,371
85
$431K 0.08%
+5,561
86
$427K 0.08%
+21,117
87
$426K 0.08%
+7,287
88
$421K 0.08%
+19,987
89
$415K 0.08%
+21,247
90
$408K 0.08%
+2,661
91
$397K 0.08%
+6,990
92
$377K 0.07%
+4,902
93
$367K 0.07%
+7,656
94
$365K 0.07%
+5,726
95
$359K 0.07%
+7,129
96
$358K 0.07%
+8,587
97
$331K 0.06%
+10,094
98
$319K 0.06%
+5,722
99
$316K 0.06%
+33,113
100
$310K 0.06%
+5,678
2 3
4
5 6