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
101
$772K 0.08%
15,100
+5,100
102
$772K 0.08%
41,861
+13,511
103
$770K 0.08%
36,306
+5,288
104
$765K 0.08%
60,148
+8,962
105
$762K 0.08%
2,059
+1,784
106
$761K 0.08%
14,029
-250
107
$750K 0.07%
70,666
+34,636
108
$749K 0.07%
13,247
+77
109
$745K 0.07%
11,565
+565
110
$737K 0.07%
6,218
-146
111
$731K 0.07%
50,142
+7,217
112
$730K 0.07%
25,109
-281
113
$721K 0.07%
51,660
+5,091
114
$717K 0.07%
41,903
+5,930
115
$712K 0.07%
9,013
+1,555
116
$708K 0.07%
10,900
+2,119
117
$707K 0.07%
12,011
+1,106
118
$686K 0.07%
12,166
+1,222
119
$678K 0.07%
10,461
120
$675K 0.07%
7,359
-1,363
121
$674K 0.07%
19,351
+1,424
122
$671K 0.07%
25,212
-737
123
$667K 0.07%
12,815
+2,632
124
$663K 0.07%
7,118
+595
125
$655K 0.07%
+22,200
3 4
5
6 7