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
151
$272K 0.03%
+6,045
152
$268K 0.03%
14,187
+1,252
153
$267K 0.03%
+4,039
154
$264K 0.03%
5,130
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155
$263K 0.03%
10,314
-2,628
156
$258K 0.03%
2,391
-80
157
$254K 0.03%
+2,275
158
$254K 0.03%
6,197
-4,851
159
$247K 0.03%
1,500
160
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12,661
161
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2,709
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162
$236K 0.03%
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163
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26,248
164
$227K 0.03%
+10,705
165
$225K 0.03%
+3,000
166
$220K 0.03%
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-260
167
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10,600
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168
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169
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170
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9,400
171
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2,074
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172
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173
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+8,962
174
$202K 0.03%
5,554
-5,770
175
$201K 0.02%
8,040
-2,668
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