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
151
$429K 0.04%
+35,890
152
$421K 0.04%
29,574
+3,500
153
$413K 0.04%
15,985
-140
154
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155
$401K 0.04%
7,686
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156
$396K 0.04%
16,333
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157
$384K 0.04%
4,547
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158
$382K 0.04%
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159
$370K 0.04%
6,409
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160
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4,560
161
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14,325
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162
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163
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3,000
164
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17,940
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165
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166
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167
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168
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169
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23,573
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170
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171
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4,300
172
$331K 0.03%
19,391
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173
$331K 0.03%
26,260
+5,587
174
$331K 0.03%
4,150
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175
$326K 0.03%
4,977
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