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
201
$222K 0.02%
+13,740
202
$220K 0.02%
5,279
+231
203
$220K 0.02%
+881
204
$218K 0.02%
22,000
-3,071
205
$217K 0.02%
2,887
206
$215K 0.02%
+5,185
207
$215K 0.02%
+6,582
208
$211K 0.02%
6,666
209
$203K 0.02%
2,283
-399
210
$203K 0.02%
9,400
211
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22,626
212
$179K 0.02%
1,833
213
$178K 0.02%
12,908
214
$159K 0.02%
16,874
+2,200
215
$151K 0.02%
1,955
+375
216
$148K 0.01%
1,000
217
$146K 0.01%
6,350
+2,540
218
$140K 0.01%
909
219
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+10,292
220
$128K 0.01%
+11,704
221
$118K 0.01%
75,000
222
$111K 0.01%
6,351
223
$110K 0.01%
210,000
+130,000
224
$108K 0.01%
16,000
225
$99K 0.01%
10,200
7 8
9
10 11