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
$1.45B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$27.6M
3
+$8.21M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$7.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.66M

Top Sells

1
+$20.9M
2
+$15.1M
3
+$6.7M
4
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$3.14M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$3.06M

Sector Composition

1 Healthcare 14.83%
2 Consumer Staples 11.96%
3 Financials 11.59%
4 Technology 11.03%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$196K 0.01%
10,352
277
$175K 0.01%
12,908
278
$159K 0.01%
+11,100
279
$146K 0.01%
25,126
280
$103K 0.01%
6,351
281
$94K 0.01%
117,371
282
$87K 0.01%
5,000
283
$83K 0.01%
46,000
284
$70K ﹤0.01%
+2,940
285
$64K ﹤0.01%
+11,747
286
$56K ﹤0.01%
+1,200
287
$45K ﹤0.01%
2,266
288
$1K ﹤0.01%
18,985
289
$1K ﹤0.01%
10,000
290
$1K ﹤0.01%
14,000
291
– –
-4,400
292
– –
-58,546
293
– –
-6,176
294
– –
-57
295
– –
-13,618
296
– –
-5,121
297
– –
-15,950
298
– –
-4,000
299
– –
-165,960
300
– –
-7,473
10 11
12
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