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
176
$326K 0.03%
26,912
+6,204
177
$323K 0.03%
2,811
+50
178
$293K 0.03%
3,812
+514
179
$291K 0.03%
8,184
+1,732
180
$278K 0.03%
+6,159
181
$277K 0.03%
+23,775
182
$271K 0.03%
6,908
+1,864
183
$259K 0.03%
+32,634
184
$255K 0.03%
3,744
-681
185
$251K 0.03%
5,069
+153
186
$250K 0.02%
10,600
187
$249K 0.02%
2,665
-360
188
$249K 0.02%
1,398
-40
189
$248K 0.02%
117,371
+63,780
190
$247K 0.02%
30,000
191
$245K 0.02%
1,339
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192
$243K 0.02%
6,408
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193
$243K 0.02%
10,372
194
$233K 0.02%
16,338
195
$231K 0.02%
1,500
196
$229K 0.02%
+2,815
197
$227K 0.02%
6,000
198
$225K 0.02%
2,909
199
$224K 0.02%
13,693
+1,100
200
$223K 0.02%
2,371
+100
6 7
8
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