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
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.09%
74,340
+960
127
$1.44M 0.08%
99,889
+13,676
128
$1.43M 0.08%
16,450
+1,287
129
$1.4M 0.08%
12,923
+11
130
$1.32M 0.08%
15,264
+1,072
131
$1.31M 0.08%
8,882
+3,301
132
$1.3M 0.08%
8,509
-1,916
133
$1.3M 0.08%
101,921
+8,197
134
$1.29M 0.08%
8,409
+582
135
$1.24M 0.07%
8,321
+2,892
136
$1.24M 0.07%
36,776
-8,029
137
$1.22M 0.07%
30,000
138
$1.22M 0.07%
20,682
+7,310
139
$1.18M 0.07%
10,000
+2,000
140
$1.18M 0.07%
13,667
+6,346
141
$1.17M 0.07%
85,207
+5,549
142
$1.16M 0.07%
5,840
-48
143
$1.14M 0.07%
48,000
144
$1.13M 0.07%
79,950
+61,890
145
$1.11M 0.07%
30,000
+15,000
146
$1.11M 0.07%
128,362
+35,498
147
$1.1M 0.06%
9,555
+191
148
$1.1M 0.06%
12,589
+5,000
149
$1.09M 0.06%
16,600
+5,542
150
$1.08M 0.06%
4,445
+42
4 5
6
7 8