FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
This Quarter Return
-1.32%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.26B
AUM Growth
+$1.26B
(+5.3%)
Cap. Flow
+$84.5M
Cap. Flow
% of AUM
6.71%
Top 10 Holdings %
Top 10 Hldgs %
33.36%
Holding
270
New
27
Increased
98
Reduced
73
Closed
25
Top Buys
| 1 |
Medtronic
MDT
|
$14.4M |
| 2 |
Live Nation Entertainment
LYV
|
$12.4M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$11.9M |
| 4 |
LVLT
Level 3 Communications Inc
LVLT
|
$11.3M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$10.6M |
Top Sells
| 1 |
Sysco
SYY
|
$15.1M |
| 2 |
Schlumberger
SLB
|
$13.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.47M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$1.21M |
| 5 |
GE Aerospace
GE
|
$907K |
Sector Composition
| 1 | Financials | 13.95% |
| 2 | Technology | 12.28% |
| 3 | Consumer Staples | 12.19% |
| 4 | Healthcare | 11.17% |
| 5 | Real Estate | 8.62% |
