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
251
$437K 0.02%
+17,976
252
$434K 0.02%
5,963
253
$431K 0.02%
5,879
-209
254
$431K 0.02%
10,009
255
$417K 0.02%
+8,171
256
$416K 0.02%
5,682
+15
257
$411K 0.02%
6,490
+170
258
$409K 0.02%
1,966
+14
259
$407K 0.02%
2,607
260
$405K 0.02%
30,591
261
$402K 0.02%
27,579
+43
262
$397K 0.02%
9,870
-1,325
263
$389K 0.02%
5,040
+900
264
$384K 0.02%
+3,642
265
$382K 0.02%
5,100
+2,000
266
$361K 0.02%
5,298
+26
267
$355K 0.02%
10,557
+1,698
268
$353K 0.02%
5,216
-5,006
269
$347K 0.02%
2,547
+65
270
$344K 0.02%
+3,733
271
$341K 0.02%
6,693
+79
272
$340K 0.02%
+2,618
273
$339K 0.02%
3,309
274
$339K 0.02%
12,500
275
$336K 0.02%
4,686
-1,324