We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.3M
3
+$12.3M
4
LVLT
Level 3 Communications Inc
LVLT
+$11.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.1M

Top Sells

1
+$15.6M
2
+$14.1M
3
+$1.55M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
VER
VEREIT, Inc.
VER
+$959K

Sector Composition

1 Financials 13.95%
2 Technology 12.28%
3 Consumer Staples 12.19%
4 Healthcare 11.17%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,749
252
– –
-1,761
253
– –
-18,667
254
– –
-13,804
255
– –
-4,179
256
– –
-3,386
257
– –
-9,770
258
– –
-4,341
259
– –
-2,213
260
– –
-14,942
261
– –
-2,475
262
– –
-20,750
263
– –
-13,200
264
– –
-4,581
265
– –
-2,428
266
– –
-5,750
267
– –
-6,115
268
– –
-5,584
269
– –
-20,000
270
– –
-25,825
7 8 9 10
11