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
151
$1.07M 0.06%
17,939
+2,784
152
$1.06M 0.06%
30,433
-3,197
153
$1.06M 0.06%
14,635
-806
154
$1.06M 0.06%
+10,000
155
$1.05M 0.06%
+36,500
156
$1.04M 0.06%
+17,000
157
$1.03M 0.06%
6,451
-922
158
$1.03M 0.06%
39,136
+10,313
159
$1.01M 0.06%
48,177
+20,718
160
$964K 0.06%
8,269
+2,564
161
$960K 0.06%
73,502
+648
162
$958K 0.06%
14,000
+4,000
163
$935K 0.06%
15,350
+8,474
164
$912K 0.05%
37,602
-30,338
165
$890K 0.05%
25,595
166
$879K 0.05%
+13,248
167
$863K 0.05%
4,959
-1,835
168
$856K 0.05%
72,521
-2,200
169
$854K 0.05%
21,930
-687,851
170
$850K 0.05%
38,215
171
$846K 0.05%
45,996
+3,464
172
$825K 0.05%
65,286
+4,042
173
$821K 0.05%
75,000
+9,260
174
$779K 0.05%
69,434
-11,366
175
$773K 0.05%
8,505
+195
5 6
7
8 9