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
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