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
126
$403K 0.05%
7,324
127
$402K 0.05%
47,901
-3,578
128
$379K 0.05%
11,464
-76
129
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4,623
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130
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5,592
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131
$373K 0.05%
7,840
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132
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133
$368K 0.05%
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134
$368K 0.05%
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135
$359K 0.04%
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136
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5,659
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137
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138
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19,258
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139
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6,879
-1,213
140
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141
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142
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143
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145
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146
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147
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29,917
+5,208
148
$279K 0.03%
7,304
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149
$275K 0.03%
1,683
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150
$272K 0.03%
4,417
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4 5
6
7 8