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
176
$197K 0.02%
20,126
177
$184K 0.02%
12,908
178
$161K 0.02%
606
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179
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17,860
180
$149K 0.02%
18,000
181
$147K 0.02%
76,000
182
$130K 0.02%
12,000
183
$130K 0.02%
+1,580
184
$99K 0.01%
35,000
-681
185
$99K 0.01%
+10,744
186
$95K 0.01%
3,333
187
$78K 0.01%
2,500
-1,250
188
– –
0
189
$63K 0.01%
2,266
190
$61K 0.01%
10,000
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191
$43K 0.01%
10,000
192
$31K ﹤0.01%
12,500
193
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57
194
$23K ﹤0.01%
10,000
195
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14,000
196
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197
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198
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199
– –
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200
– –
-626,428
5 6 7
8
9