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
+$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$19M
3
+$17.4M
4
MAC icon
Macerich
MAC
+$16.6M
5
ROIC
Retail Opportunity Investments Corp.
ROIC
+$10.4M

Top Sells

1
+$28.7M
2
+$26.8M
3
+$21.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4M
5
DEO icon
Diageo
DEO
+$13.6M

Sector Composition

1 Healthcare 12.05%
2 Financials 10.96%
3 Consumer Staples 10.64%
4 Communication Services 10.41%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$495K 0.03%
75,000
202
$492K 0.03%
8,354
-4,032
203
$484K 0.03%
36,851
204
$482K 0.03%
9,912
-3,676
205
$480K 0.03%
31,625
206
$479K 0.03%
4,563
+12
207
$476K 0.03%
8,590
+2,365
208
$476K 0.03%
+53,400
209
$473K 0.03%
20,427
+6,160
210
$472K 0.03%
7,919
+6
211
$456K 0.03%
+10,263
212
$450K 0.03%
4,798
-2,962
213
$445K 0.03%
31,670
+6,504
214
$439K 0.03%
9,984
+18
215
$437K 0.03%
5,098
-23
216
$432K 0.03%
12,332
+3,520
217
$428K 0.03%
12,284
-623,384
218
$427K 0.03%
4,024
+1,059
219
$419K 0.02%
+6,151
220
$413K 0.02%
+4,639
221
$413K 0.02%
5,963
222
$408K 0.02%
6,256
-1,976
223
$397K 0.02%
4,931
+197
224
$395K 0.02%
33,837
+8,185
225
$393K 0.02%
3,076
+468
7 8
9
10 11