FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+3.34%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.7B
AUM Growth
+$84.2M
(+5.2%)
Cap. Flow
+$33.2M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
32.12%
Holding
349
New
36
Increased
145
Reduced
92
Closed
35
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$66.1M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$19M |
| 3 |
United Parcel Service
UPS
|
$17.4M |
| 4 |
Macerich
MAC
|
$16.6M |
| 5 |
ROIC
Retail Opportunity Investments Corp.
ROIC
|
$10.4M |
Top Sells
| 1 |
Merck
MRK
|
$28.7M |
| 2 |
Comcast
CMCSA
|
$26.8M |
| 3 |
Live Nation Entertainment
LYV
|
$21.7M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$18.4M |
| 5 |
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% |
