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
$1.76B
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$30.2M
3
+$18.9M
4
MLM icon
Martin Marietta Materials
MLM
+$15.2M
5
DIS icon
Walt Disney
DIS
+$12M

Top Sells

1
+$28.8M
2
+$28.6M
3
+$18.1M
4
MON
Monsanto Co
MON
+$12.6M
5
WFC icon
Wells Fargo
WFC
+$10.8M

Sector Composition

1 Communication Services 13.08%
2 Healthcare 10.8%
3 Financials 10.78%
4 Real Estate 10.61%
5 Technology 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$377K 0.02%
15,850
-4,577
227
$371K 0.02%
7,988
+616
228
$368K 0.02%
5,054
+961
229
$368K 0.02%
30,346
-42,175
230
$360K 0.02%
5,063
231
$355K 0.02%
13,620
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232
$350K 0.02%
6,283
233
$348K 0.02%
11,778
+1,578
234
$345K 0.02%
+10,347
235
$341K 0.02%
2,881
236
$341K 0.02%
2,813
237
$326K 0.02%
2,607
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238
$321K 0.02%
2,770
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239
$320K 0.02%
10,752
240
$313K 0.02%
3,728
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241
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5,740
-1,613
242
$309K 0.02%
3,985
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243
$307K 0.02%
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244
$303K 0.02%
5,002
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245
$302K 0.02%
4,131
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246
$296K 0.02%
3,159
247
$296K 0.02%
1,924
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248
$296K 0.02%
44,097
+10,000
249
$294K 0.02%
5,676
-2,914
250
$293K 0.02%
4,302
+17
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10
11 12