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
1
$88.7M 5.22%
1,286,608
+3,044
2
$70.9M 4.17%
469,535
+437,640
3
$66.5M 3.91%
1,633,881
+101,508
4
$52.8M 3.1%
477,329
+157,124
5
$50.1M 2.95%
1,572,423
+54,781
6
$46M 2.71%
391,640
+8,470
7
$45.4M 2.67%
766,127
+32,022
8
$45.3M 2.67%
267,589
-108,574
9
$40.5M 2.38%
1,363,351
+67,303
10
$39.9M 2.35%
164,232
+4,673
11
$39.4M 2.32%
867,920
+41,700
12
$37.7M 2.22%
370,583
+13,922
13
$37.1M 2.18%
579,927
+5,236
14
$36.9M 2.17%
735,815
+23,386
15
$35.3M 2.08%
691,993
+24,417
16
$34.2M 2.01%
459,449
+15,024
17
$33.8M 1.99%
1,762,459
+539,449
18
$33.2M 1.96%
251,317
-3,706
19
$32.7M 1.92%
1,190,288
+51,730
20
$31.9M 1.88%
576,218
+11,415
21
$29.9M 1.76%
337,196
+5,475
22
$24.2M 1.42%
108,944
+5,624
23
$23.4M 1.38%
213,228
+6,136
24
$23M 1.35%
1,025,305
+22,232
25
$22.4M 1.32%
351,763
+9,971
1
2 3 4 5