FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
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 +$16.5M
2 +$12.4M
3 +$10.9M
4
MON
Monsanto Co
MON
+$9.94M
5
LVLT
Level 3 Communications Inc
LVLT
+$6.62M

Top Sells

1 +$15.5M
2 +$9.98M
3 +$9.14M
4
DIS icon
Walt Disney
DIS
+$7.79M
5
TEF icon
Telefonica
TEF
+$7.47M

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
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230
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10,000
231
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2,266
-1,892
232
$35K ﹤0.01%
117,371
233
$30K ﹤0.01%
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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
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239
$9K ﹤0.01%
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240
$3K ﹤0.01%
10,000
241
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242
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-12,310
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-18,928
249
-27,655
250
-9,000