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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$10M
3
+$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1
+$4.18M
2
+$2.23M
3
+$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$518K 0.06%
6,164
+1,506
127
$518K 0.06%
13,378
-764
128
$517K 0.06%
6,276
+468
129
$515K 0.06%
7,554
-124
130
$502K 0.05%
7,458
+1,345
131
$500K 0.05%
10,000
132
$497K 0.05%
10,547
+549
133
$471K 0.05%
6,590
+450
134
$470K 0.05%
27,157
+2,902
135
$459K 0.05%
50,778
+24,530
136
$458K 0.05%
+16,125
137
$454K 0.05%
6,517
+297
138
$446K 0.05%
7,735
+271
139
$435K 0.05%
+36,030
140
$424K 0.05%
+18,000
141
$421K 0.05%
+28,761
142
$410K 0.04%
12,671
143
$398K 0.04%
7,100
-224
144
$396K 0.04%
4,521
-102
145
$389K 0.04%
+15,291
146
$388K 0.04%
3,276
-1
147
$388K 0.04%
7,930
+90
148
$385K 0.04%
3,347
+1,072
149
$385K 0.04%
53,591
+43,591
150
$384K 0.04%
+4,560
4 5
6
7 8