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
$1.81B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.8M
3
+$13.2M
4
PX
Praxair Inc
PX
+$12.1M
5
HAL icon
Halliburton
HAL
+$11.8M

Top Sells

1
+$17.4M
2
+$17.2M
3
+$16.8M
4
MO icon
Altria Group
MO
+$10.7M
5
JMBA
Jamba, Inc.
JMBA
+$3.87M

Sector Composition

1 Communication Services 16.25%
2 Technology 12.61%
3 Real Estate 10.57%
4 Financials 10.03%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$525K 0.03%
11,619
+881
227
$522K 0.03%
2,783
-30
228
$519K 0.03%
9,718
+448
229
$518K 0.03%
18,021
-16,933
230
$513K 0.03%
+48,930
231
$512K 0.03%
9,470
+1,106
232
$508K 0.03%
+32,170
233
$508K 0.03%
+12,978
234
$491K 0.03%
13,870
-191
235
$485K 0.03%
6,001
236
$475K 0.03%
+9,000
237
$474K 0.03%
14,469
+3,536
238
$474K 0.03%
2,969
+12
239
$466K 0.03%
9,286
-85
240
$465K 0.03%
+30,441
241
$460K 0.03%
10,132
-255
242
$460K 0.03%
10,678
243
$454K 0.03%
+229
244
$454K 0.03%
6,461
+4
245
$445K 0.02%
+14,008
246
$445K 0.02%
2,153
-159
247
$443K 0.02%
15,300
-10,700
248
$442K 0.02%
10,288
-1,411
249
$440K 0.02%
10,512
+20
250
$437K 0.02%
+13,542
8 9
10
11 12