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
1
$79.1M 7.87%
1,311,761
+86,632
2
$78.4M 7.81%
1,691,819
+654,287
3
$43.2M 4.3%
3,122,208
+736,589
4
$33.8M 3.37%
317,481
+6,116
5
$28.3M 2.82%
205,111
+10,475
6
$25M 2.49%
216,633
+57,691
7
$24.7M 2.46%
475,858
+18,296
8
$24.6M 2.45%
250,301
+9,339
9
$22.8M 2.27%
272,983
+10,780
10
$22.3M 2.22%
201,334
+6,375
11
$21.9M 2.18%
259,772
-57,982
12
$21.8M 2.17%
120,125
+2,731
13
$21.6M 2.15%
563,090
+7,968
14
$21M 2.09%
541,953
+22,416
15
$19.6M 1.95%
59,762
+1,640
16
$19.3M 1.92%
257,996
+4,974
17
$19.3M 1.92%
151,134
+5,186
18
$17.9M 1.78%
310,844
+24,093
19
$17.6M 1.76%
383,973
+17,880
20
$17M 1.69%
190,806
+5,270
21
$16.9M 1.68%
247,394
+7,478
22
$16.6M 1.65%
153,056
+4,351
23
$15.4M 1.54%
151,769
+6,566
24
$15.2M 1.52%
284,688
+6,335
25
$14.7M 1.46%
167,602
+5,107
1
2 3 4 5