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
$1B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$11.7M
4
REXR icon
Rexford Industrial Realty
REXR
+$10.2M
5
DEO icon
Diageo
DEO
+$6.66M

Top Sells

1
+$9.6M
2
+$4.89M
3
+$4.3M
4
AAPL icon
Apple
AAPL
+$1.22M
5
ERF
Enerplus Corporation
ERF
+$1.18M

Sector Composition

1 Technology 15.07%
2 Financials 14.06%
3 Consumer Staples 13.76%
4 Healthcare 10.26%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$627K 0.06%
20,583
+422
127
$624K 0.06%
20,224
-138
128
$624K 0.06%
9,666
+155
129
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12,459
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130
$591K 0.06%
15,654
+2,276
131
$582K 0.06%
9,655
+1,920
132
$576K 0.06%
8,831
+1,277
133
$572K 0.06%
65,633
+14,855
134
$561K 0.06%
8,439
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135
$548K 0.05%
3,307
136
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33,661
+6,504
137
$532K 0.05%
11,030
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138
$528K 0.05%
21,994
+500
139
$510K 0.05%
12,201
-965
140
$494K 0.05%
12,438
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141
$488K 0.05%
28,823
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142
$488K 0.05%
4,437
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143
$471K 0.05%
39,454
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144
$455K 0.05%
6,590
145
$447K 0.04%
8,634
+2,021
146
$446K 0.04%
3,556
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147
$433K 0.04%
5,934
-583
148
$432K 0.04%
7,288
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149
$431K 0.04%
5,666
-610
150
$429K 0.04%
5,608
-563
4 5
6
7 8