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
151
$381K 0.04%
+14,333
152
$373K 0.04%
+4,850
153
$373K 0.04%
+26,074
154
$367K 0.04%
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155
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156
$354K 0.04%
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+4,727
157
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5,210
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158
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161
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162
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163
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166
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167
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168
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172
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+14,213
173
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4,311
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174
$275K 0.03%
4,425
-192
175
$271K 0.03%
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