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
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.19%
22,372
+553
77
$3.15M 0.19%
236,422
+16,915
78
$2.92M 0.17%
374,571
+199,494
79
$2.85M 0.17%
61,197
+5,475
80
$2.84M 0.17%
277,937
+5,808
81
$2.84M 0.17%
123,975
-6,851
82
$2.74M 0.16%
22,730
83
$2.74M 0.16%
96,965
-19,172
84
$2.73M 0.16%
287,730
-17,052
85
$2.69M 0.16%
48,188
+923
86
$2.64M 0.16%
196,520
-110,418
87
$2.63M 0.15%
19,575
-29,742
88
$2.62M 0.15%
144,489
-21,282
89
$2.6M 0.15%
46,989
-80
90
$2.52M 0.15%
18,943
+10
91
$2.44M 0.14%
116,336
-124,819
92
$2.39M 0.14%
74,282
+12,881
93
$2.36M 0.14%
176,722
-73,617
94
$2.35M 0.14%
64,896
+259
95
$2.33M 0.14%
141,472
-161,521
96
$2.32M 0.14%
+34,755
97
$2.26M 0.13%
220,635
+8,873
98
$2.25M 0.13%
71,886
-3,134
99
$2.25M 0.13%
24,240
+1,713
100
$2.23M 0.13%
185,417
+38,959
2 3
4
5 6