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
176
$899K 0.05%
9,298
-2,617
177
$897K 0.05%
15,786
-3,111
178
$881K 0.05%
26,000
-1,500
179
$880K 0.05%
6,644
+58
180
$875K 0.05%
54,400
-144
181
$859K 0.05%
5,222
-595
182
$850K 0.05%
13,411
+2,032
183
$832K 0.05%
58,029
184
$830K 0.05%
70,267
-11,390
185
$824K 0.05%
8,990
-28
186
$822K 0.05%
4,912
-4,042
187
$803K 0.05%
4,348
-330
188
$796K 0.05%
1,187
+195
189
$788K 0.05%
7,993
-63
190
$774K 0.05%
4,734
-6
191
$706K 0.04%
10,222
+5,083
192
$703K 0.04%
34,422
193
$664K 0.04%
46,996
-3,354
194
$655K 0.04%
+2,234
195
$650K 0.04%
9,343
+100
196
$637K 0.04%
54,282
-4,253
197
$628K 0.04%
2,126
-32
198
$614K 0.04%
9,543
+1,159
199
$610K 0.04%
8,823
-10
200
$605K 0.04%
1,769
+687
6 7
8
9 10