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
$1.22B
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
$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
– –
-4,851
242
– –
-1,500
243
– –
-7,068
244
– –
-10,448
245
– –
-36,375
246
– –
-2,309
247
– –
-2,010
248
– –
-2,188
249
– –
-3,199
250
– –
-10,250
7 8 9
10
11