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
$511M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.4M
3
+$18.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.6M
5
UPS icon
United Parcel Service
UPS
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.34%
2 Financials 19.01%
3 Healthcare 13.38%
4 Industrials 12.44%
5 Technology 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.06%
+4,421
102
$303K 0.06%
+12,160
103
$300K 0.06%
+5,000
104
$293K 0.06%
+5,542
105
$290K 0.06%
+3,511
106
$268K 0.05%
+3,142
107
$262K 0.05%
+4,332
108
$259K 0.05%
+6,530
109
$254K 0.05%
+2,778
110
$251K 0.05%
+13,230
111
$250K 0.05%
+5,005
112
$247K 0.05%
+14,018
113
$243K 0.05%
+11,464
114
$240K 0.05%
+15,042
115
$238K 0.05%
+16,211
116
$237K 0.05%
+2,407
117
$230K 0.05%
+5,186
118
$217K 0.04%
+11,790
119
$217K 0.04%
+2,711
120
$215K 0.04%
+5,882
121
$209K 0.04%
+3,464
122
$208K 0.04%
+2,627
123
$207K 0.04%
+4,998
124
$197K 0.04%
+15,285
125
$194K 0.04%
+12,908
2 3 4
5
6