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
$917M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$10M
3
+$3.38M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.47M
5
REXR icon
Rexford Industrial Realty
REXR
+$2.37M

Top Sells

1
+$4.18M
2
+$2.23M
3
+$1.29M
4
PCM
PCM Fund
PCM
+$982K
5
RGT
Royce Global Value Trust
RGT
+$666K

Sector Composition

1 Financials 14.8%
2 Consumer Staples 14.11%
3 Technology 12.68%
4 Healthcare 10.08%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.02%
9,400
202
$214K 0.02%
2,271
-218
203
$214K 0.02%
5,044
-521
204
$214K 0.02%
10,600
205
$213K 0.02%
5,554
206
$211K 0.02%
+2,909
207
$209K 0.02%
+6,666
208
$209K 0.02%
+2,820
209
$206K 0.02%
+5,048
210
$205K 0.02%
+6,590
211
$204K 0.02%
7,590
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212
$203K 0.02%
+2,887
213
$200K 0.02%
+2,491
214
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+13,995
215
$183K 0.02%
12,908
216
$173K 0.02%
909
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217
$161K 0.02%
1,833
-1,766
218
$156K 0.02%
16,000
-1,860
219
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220
$141K 0.02%
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221
$135K 0.01%
75,000
-1,000
222
$133K 0.01%
+275
223
$132K 0.01%
1,580
224
$128K 0.01%
+6,351
225
$121K 0.01%
+53,591
7 8
9
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