We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$321M
2
+$18.5M
3
+$13.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
MON
Monsanto Co
MON
+$11.5M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$9.61M
4
TEF
Telefonica
TEF
+$8.75M
5
DIS icon
Walt Disney
DIS
+$8.3M

Sector Composition

1 Healthcare 12.79%
2 Financials 12.61%
3 Consumer Staples 12.43%
4 Technology 11.6%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.01%
6,351
227
$93K 0.01%
5,000
228
$91K 0.01%
34,000
+4,000
229
$90K 0.01%
+5,000
230
$60K ﹤0.01%
10,000
231
$36K ﹤0.01%
2,266
-1,892
232
$35K ﹤0.01%
117,371
233
$30K ﹤0.01%
1,200
234
$22K ﹤0.01%
1,000
235
$21K ﹤0.01%
46,000
236
– –
0
237
$10K ﹤0.01%
14,000
238
$9K ﹤0.01%
57
-254
239
$9K ﹤0.01%
18,985
240
$3K ﹤0.01%
10,000
241
– –
-7,068
242
– –
-36,375
243
– –
-3,199
244
– –
-18,118
245
– –
-3,023
246
– –
-12,593
247
– –
-13,140
248
– –
-8,722
249
– –
-63,302
250
– –
-10,775
7 8 9
10
11