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
$1.45B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$27.6M
3
+$8.21M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$7.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.66M

Top Sells

1
+$20.9M
2
+$15.1M
3
+$6.7M
4
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$3.14M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$3.06M

Sector Composition

1 Healthcare 14.83%
2 Consumer Staples 11.96%
3 Financials 11.59%
4 Technology 11.03%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$356K 0.02%
+20,000
227
$349K 0.02%
2,870
-2,294
228
$345K 0.02%
3,015
229
$326K 0.02%
10,628
230
$312K 0.02%
4,413
+75
231
$311K 0.02%
11,273
232
$307K 0.02%
23,979
-24,744
233
$302K 0.02%
5,632
-1,000
234
$302K 0.02%
2,217
-112
235
$301K 0.02%
3,741
236
$296K 0.02%
+19,646
237
$296K 0.02%
2,406
+590
238
$287K 0.02%
18,320
+355
239
$279K 0.02%
+3,911
240
$278K 0.02%
6,900
+1,420
241
$277K 0.02%
8,102
242
$273K 0.02%
2,525
243
$272K 0.02%
2,607
244
$271K 0.02%
5,346
245
$270K 0.02%
8,828
-1,948
246
$269K 0.02%
10,480
247
$265K 0.02%
2,359
-181
248
$264K 0.02%
11,591
-19,870
249
$261K 0.02%
2,930
+207
250
$259K 0.02%
+5,000
8 9
10
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