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
$1.22B
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$12.4M
3 +$10.9M
4
MON
Monsanto Co
MON
+$9.94M
5
LVLT
Level 3 Communications Inc
LVLT
+$6.62M

Top Sells

1 +$15.5M
2 +$9.98M
3 +$9.14M
4
DIS icon
Walt Disney
DIS
+$7.79M
5
TEF icon
Telefonica
TEF
+$7.47M

Sector Composition

1 Healthcare 12.79%
2 Financials 12.61%
3 Consumer Staples 12.43%
4 Technology 11.6%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-18,118
252
-4,334
253
-70,108
254
-3,023
255
-12,593
256
-2,498
257
-13,140
258
-8,722
259
-3,640
260
-63,302
261
-10,775
262
-5,850
263
-12,310
264
-18,928
265
-27,655
266
-9,000
267
-55,675
268
-3,049
269
-4,766
270
-7,102
271
-17,600
272
-10,835