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
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.45M
5
MLM icon
Martin Marietta Materials
MLM
+$5.01M

Top Sells

1
+$20.7M
2
+$19.4M
3
+$17.8M
4
WBA
Walgreens Boots Alliance
WBA
+$17.8M
5
ORCL icon
Oracle
ORCL
+$16.3M

Sector Composition

1 Communication Services 16.6%
2 Real Estate 12.09%
3 Technology 12.08%
4 Financials 10.17%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$598K 0.04%
17,000
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202
$597K 0.04%
10,789
+1,128
203
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4,172
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205
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206
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207
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208
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209
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2,203
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212
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-54
214
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11,699
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215
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219
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220
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221
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222
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62,241
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223
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2,312
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-563
225
$440K 0.03%
6,457
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9
10 11