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
101
$2.21M 0.13%
21,968
+901
102
$2.18M 0.13%
156,800
-73,528
103
$2.17M 0.13%
93,697
+848
104
$2.16M 0.13%
37,521
+17,606
105
$2.09M 0.12%
93,000
-9,300
106
$2.04M 0.12%
65,572
+955
107
$2M 0.12%
+122,623
108
$1.98M 0.12%
10,702
+508
109
$1.96M 0.12%
74,579
+2,375
110
$1.94M 0.11%
45,165
+30
111
$1.93M 0.11%
23,218
+4,847
112
$1.9M 0.11%
+101,304
113
$1.84M 0.11%
61,028
+820
114
$1.81M 0.11%
164,167
-92,544
115
$1.8M 0.11%
17,293
+445
116
$1.76M 0.1%
1,394
+26
117
$1.74M 0.1%
28,367
-469,885
118
$1.72M 0.1%
24,400
+9,000
119
$1.71M 0.1%
+30,003
120
$1.7M 0.1%
57,022
+32,022
121
$1.68M 0.1%
58,970
+9,325
122
$1.68M 0.1%
26,212
+1,252
123
$1.6M 0.09%
12,398
+341
124
$1.52M 0.09%
69,391
125
$1.51M 0.09%
12,730
3 4
5
6 7