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
126
$194K 0.04%
+16,072
127
$192K 0.04%
+19,174
128
$184K 0.04%
+3,662
129
$174K 0.03%
+17,116
130
$172K 0.03%
+13,244
131
$146K 0.03%
+11,313
132
$140K 0.03%
+14,674
133
$126K 0.02%
+13,931
134
$123K 0.02%
+3,306
135
$101K 0.02%
+1,667
136
$97K 0.02%
+10,126
137
$92K 0.02%
+10,582
138
$70K 0.01%
+2,266
139
$30K 0.01%
+667
140
$23K ﹤0.01%
+57
141
$18K ﹤0.01%
+14,000
2 3 4 5
6