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
151
$1.1M 0.06%
+38,088
152
$1.1M 0.06%
13,640
+17
153
$1.09M 0.06%
26,000
+10,000
154
$1.07M 0.06%
+32,500
155
$1.05M 0.06%
40,208
-4,453
156
$1.05M 0.06%
16,566
+11
157
$1.04M 0.06%
45,360
+10,080
158
$1.01M 0.06%
20,103
+5,560
159
$1.01M 0.06%
17,405
+2,091
160
$1.01M 0.06%
55,653
+23
161
$999K 0.06%
7,081
-973
162
$989K 0.06%
+7,662
163
$982K 0.06%
17,708
+912
164
$974K 0.06%
84,951
-13,588
165
$967K 0.06%
34,954
+16,137
166
$964K 0.06%
6,042
-750
167
$963K 0.06%
42,403
-11,915
168
$955K 0.06%
29,965
-1,319
169
$954K 0.06%
4,547
-2,092
170
$948K 0.06%
7,098
+22
171
$944K 0.06%
32,145
+4,918
172
$940K 0.06%
10,150
+675
173
$938K 0.06%
15,000
174
$937K 0.06%
5,434
175
$912K 0.05%
+16,650
5 6
7
8 9