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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$10M
3
+$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1
+$4.18M
2
+$2.23M
3
+$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$950K 0.1%
11,300
+582
77
$918K 0.1%
67,175
+42,761
78
$906K 0.1%
21,379
-466
79
$900K 0.1%
75,457
+36,926
80
$898K 0.1%
10,903
-1,394
81
$876K 0.1%
34,423
+11,168
82
$873K 0.1%
158,214
+9,730
83
$829K 0.09%
34,786
+25,824
84
$824K 0.09%
22,368
+1,800
85
$816K 0.09%
87,227
+57,310
86
$794K 0.09%
11,000
+4,837
87
$773K 0.08%
17,921
+237
88
$762K 0.08%
6,364
+1,005
89
$752K 0.08%
10,994
-60
90
$750K 0.08%
20,161
+5,530
91
$748K 0.08%
54,366
+8,531
92
$746K 0.08%
869,547
+498,713
93
$734K 0.08%
25,390
+7,403
94
$727K 0.08%
13,170
-453
95
$706K 0.08%
8,722
-104
96
$706K 0.08%
51,186
+15,397
97
$703K 0.08%
14,279
98
$694K 0.08%
46,569
+14,147
99
$693K 0.08%
25,949
-5,071
100
$689K 0.08%
+27,032
2 3
4
5 6