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
$807M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.3M
3
+$12.2M
4
GM icon
General Motors
GM
+$11.1M
5
VER
VEREIT, Inc.
VER
+$8.64M

Top Sells

1
+$16.6M
2
+$10.2M
3
+$10.2M
4
NCA icon
Nuveen California Municipal Value Fund
NCA
+$2.82M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.31M

Sector Composition

1 Financials 15.3%
2 Technology 14.7%
3 Consumer Staples 14.54%
4 Healthcare 10.77%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 6.62%
761,756
+123,216
2
$46.6M 5.78%
1,137,792
+443,733
3
$31.5M 3.9%
2,219,056
+116,094
4
$29.5M 3.66%
300,234
+15,438
5
$23.9M 2.96%
313,922
+17,981
6
$23.3M 2.89%
186,788
+9,172
7
$23M 2.85%
236,115
+7,464
8
$22.2M 2.75%
541,630
+7,345
9
$21.9M 2.72%
440,718
+16,435
10
$21.3M 2.64%
115,670
+4,256
11
$20.6M 2.55%
251,489
+13,691
12
$19.9M 2.46%
188,624
+6,873
13
$19.8M 2.45%
250,929
-17,710
14
$19.2M 2.38%
562,894
+18,025
15
$19.2M 2.38%
154,076
+9,605
16
$18.3M 2.27%
273,662
+10,299
17
$17.6M 2.18%
55,999
+2,082
18
$17.4M 2.16%
494,141
+16,660
19
$17.4M 2.16%
138,922
+4,796
20
$15.3M 1.89%
227,897
+10,257
21
$14.6M 1.81%
89,058
+3,908
22
$14.4M 1.79%
180,455
+8,830
23
$14.2M 1.75%
466,668
+10,838
24
$14.1M 1.74%
406,946
+8,680
25
$13.7M 1.69%
145,518
+141,322
1
2 3 4 5