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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.47M 0.2%
108,463
+12,632
77
$3.41M 0.2%
325,806
-320,079
78
$3.33M 0.2%
205,834
-2,255
79
$3.22M 0.19%
51,551
-2,001
80
$3.19M 0.19%
564,071
-34,515
81
$3.12M 0.18%
30,708
-21,137
82
$2.98M 0.17%
174,096
-7,072
83
$2.96M 0.17%
8,830
+2,632
84
$2.95M 0.17%
234,174
+206,712
85
$2.89M 0.17%
252,552
-50,205
86
$2.88M 0.17%
+220,000
87
$2.86M 0.17%
151,321
+24,718
88
$2.82M 0.17%
110,106
-11,732
89
$2.81M 0.17%
11,449
-967
90
$2.64M 0.16%
211,693
-15,145
91
$2.62M 0.15%
121,632
-12,548
92
$2.49M 0.15%
48,687
-297
93
$2.45M 0.14%
60,304
-22,562
94
$2.42M 0.14%
31,674
-1,065
95
$2.41M 0.14%
68,902
-1,194
96
$2.4M 0.14%
8,808
+1,404
97
$2.37M 0.14%
18,801
-4,089
98
$2.37M 0.14%
+43,310
99
$2.32M 0.14%
44,224
-20,840
100
$2.28M 0.13%
170,540
+41,669
2 3
4
5 6