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
$807M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.3M
3
+$12.2M
4
GM icon
General Motors
GM
+$11.1M
5
VER
VEREIT, Inc.
VER
+$8.64M

Top Sells

1
+$16.6M
2
+$10.2M
3
+$10.2M
4
NCA icon
Nuveen California Municipal Value Fund
NCA
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.31M

Sector Composition

1 Financials 15.3%
2 Technology 14.7%
3 Consumer Staples 14.54%
4 Healthcare 10.77%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.06%
35,789
+3,019
102
$499K 0.06%
17,987
+5,862
103
$498K 0.06%
7,678
-396
104
$493K 0.06%
+370,834
105
$485K 0.06%
20,744
+2,044
106
$485K 0.06%
18,785
-3,048
107
$485K 0.06%
6,591
-1,081
108
$483K 0.06%
5,856
+1,714
109
$470K 0.06%
32,422
110
$465K 0.06%
14,631
+1,757
111
$463K 0.06%
25,637
-2,738
112
$461K 0.06%
+58,606
113
$456K 0.06%
+6,590
114
$455K 0.06%
26,153
115
$454K 0.06%
9,998
+2,976
116
$453K 0.06%
7,464
-183
117
$447K 0.06%
6,360
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118
$444K 0.06%
15,765
-391
119
$436K 0.05%
6,140
-1,531
120
$427K 0.05%
36,427
121
$424K 0.05%
5,808
+82
122
$422K 0.05%
6,220
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123
$416K 0.05%
24,255
124
$404K 0.05%
3,277
+158
125
$404K 0.05%
6,163
-4,437
3 4
5
6 7