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
$1B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$11.7M
4
REXR icon
Rexford Industrial Realty
REXR
+$10.2M
5
DEO icon
Diageo
DEO
+$6.66M

Top Sells

1
+$9.6M
2
+$4.89M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$1.22M
5
ERF
Enerplus Corporation
ERF
+$1.18M

Sector Composition

1 Technology 15.07%
2 Financials 14.06%
3 Consumer Staples 13.76%
4 Healthcare 10.26%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.13%
31,914
+784
77
$1.25M 0.12%
27,894
-2,190
78
$1.21M 0.12%
87,888
+12,431
79
$1.11M 0.11%
52,719
+4,956
80
$1.11M 0.11%
92,711
+25,536
81
$1.11M 0.11%
120,167
+16,379
82
$1.09M 0.11%
+60,000
83
$1.07M 0.11%
52,560
+5,068
84
$1.05M 0.11%
12,603
+226
85
$1M 0.1%
178,157
+19,943
86
$947K 0.09%
11,248
-52
87
$920K 0.09%
+4,780
88
$904K 0.09%
22,555
-2,113
89
$903K 0.09%
24,368
+2,000
90
$884K 0.09%
20,730
-649
91
$853K 0.08%
+25,006
92
$851K 0.08%
+49,024
93
$831K 0.08%
62,410
+8,044
94
$827K 0.08%
16,151
+3,187
95
$826K 0.08%
11,670
+2,365
96
$826K 0.08%
32,808
+7,419
97
$821K 0.08%
10,789
-114
98
$813K 0.08%
19,491
+1,570
99
$802K 0.08%
5,711
+2,435
100
$775K 0.08%
12,094
+1,100
2 3
4
5 6