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
101
$2.27M 0.13%
96,802
+12,112
102
$2.19M 0.13%
171,506
-24,652
103
$2.09M 0.12%
22,100
-4,300
104
$2.09M 0.12%
94,634
-414
105
$2.07M 0.12%
185,358
-6,563
106
$2.06M 0.12%
21,465
+12,533
107
$2.04M 0.12%
26,644
-3,708
108
$2.03M 0.12%
12,172
-5,473
109
$2M 0.12%
26,212
110
$1.96M 0.12%
48,000
111
$1.9M 0.11%
31,620
-296,896
112
$1.83M 0.11%
140,594
-6,499
113
$1.8M 0.11%
11,499
+3,348
114
$1.79M 0.11%
22,904
+1,181
115
$1.78M 0.1%
25,280
-3,420
116
$1.76M 0.1%
85,414
+5,961
117
$1.7M 0.1%
115,400
-10,413
118
$1.68M 0.1%
90,031
-15
119
$1.68M 0.1%
83,926
-5,023
120
$1.64M 0.1%
33,423
-18,020
121
$1.57M 0.09%
31,625
+5,009
122
$1.53M 0.09%
63,112
-29,359
123
$1.49M 0.09%
112,872
-1,192
124
$1.49M 0.09%
+32,993
125
$1.48M 0.09%
13,891
+789
3 4
5
6 7