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
251
$291K 0.02%
27,930
-250,007
252
$290K 0.02%
6,020
253
$290K 0.02%
+3,527
254
$286K 0.02%
25,092
-1,388
255
$284K 0.02%
23,979
256
$284K 0.02%
5,293
+731
257
$281K 0.02%
15,170
-64,780
258
$271K 0.02%
5,631
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259
$271K 0.02%
10,566
260
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+1,309
261
$265K 0.02%
22,427
-11,410
262
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2,101
263
$264K 0.02%
10,145
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264
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+1,929
265
$253K 0.01%
2,061
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266
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3,330
267
$244K 0.01%
17,394
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268
$244K 0.01%
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$243K 0.01%
+1,670
270
$238K 0.01%
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271
$237K 0.01%
3,077
272
$232K 0.01%
8,102
273
$229K 0.01%
3,000
-14
274
$229K 0.01%
3,648
+200
275
$223K 0.01%
+4,581
9 10
11
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