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
276
$220K 0.01%
+51,928
277
$216K 0.01%
25,000
278
$215K 0.01%
5,783
279
$215K 0.01%
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280
$214K 0.01%
+1,713
281
$214K 0.01%
+9,641
282
$213K 0.01%
1,948
283
$212K 0.01%
6,560
284
$210K 0.01%
+2,764
285
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+2,606
286
$206K 0.01%
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-142
287
$203K 0.01%
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288
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5,000
-25,000
289
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290
$201K 0.01%
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291
$182K 0.01%
12,908
292
$179K 0.01%
10,352
293
$172K 0.01%
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294
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295
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2,000
-8,000
296
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297
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298
$82K ﹤0.01%
5,000
299
$73K ﹤0.01%
2,940
-875
300
$64K ﹤0.01%
+1,553
10 11
12
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