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
$807M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.3M
3
+$12.2M
4
GM icon
General Motors
GM
+$11.1M
5
VER
VEREIT, Inc.
VER
+$8.64M

Top Sells

1
+$16.6M
2
+$10.2M
3
+$10.2M
4
NCA icon
Nuveen California Municipal Value Fund
NCA
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.31M

Sector Composition

1 Financials 15.3%
2 Technology 14.7%
3 Consumer Staples 14.54%
4 Healthcare 10.77%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.09%
20,568
+4,976
77
$722K 0.09%
14,279
78
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79
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17,684
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80
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81
$687K 0.09%
45,031
82
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74,170
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83
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12,297
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84
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32,793
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85
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45,835
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86
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5,359
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$582K 0.07%
10,000
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91
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93
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27,710
94
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95
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6,710
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96
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3,307
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97
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10,093
+2,720
98
$553K 0.07%
+23,255
99
$521K 0.06%
12,208
100
$519K 0.06%
14,142
+3,722
2 3
4
5 6