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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.47M 0.09%
11,144
127
$1.47M 0.09%
146,875
-11,273
128
$1.46M 0.09%
83,890
+3,687
129
$1.45M 0.09%
77,018
+4,360
130
$1.45M 0.09%
1,157
-109
131
$1.43M 0.08%
17,949
-18,334
132
$1.43M 0.08%
17,547
-10,490
133
$1.39M 0.08%
22,509
+16,509
134
$1.38M 0.08%
6,596
+435
135
$1.36M 0.08%
+68,000
136
$1.34M 0.08%
37,060
+4,199
137
$1.31M 0.08%
46,524
-135
138
$1.31M 0.08%
66,329
-7,943
139
$1.3M 0.08%
98,008
-10,805
140
$1.3M 0.08%
26,541
+516
141
$1.29M 0.08%
20,508
+1,210
142
$1.27M 0.07%
11,663
-28
143
$1.25M 0.07%
10,721
-2,129
144
$1.2M 0.07%
58,853
-6,622
145
$1.18M 0.07%
32,000
-83,500
146
$1.17M 0.07%
+36,350
147
$1.17M 0.07%
17,233
-4,687
148
$1.17M 0.07%
97,698
-9,983
149
$1.16M 0.07%
97,890
+2,825
150
$1.12M 0.07%
22,685
+10,668
4 5
6
7 8