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
301
$61K ﹤0.01%
+2,667
302
$60K ﹤0.01%
500
303
$48K ﹤0.01%
6,571
304
$44K ﹤0.01%
1,200
305
$38K ﹤0.01%
117,371
306
$26K ﹤0.01%
19,000
307
$25K ﹤0.01%
2,266
308
– –
0
309
$2K ﹤0.01%
18,985
310
– –
-8,269
311
– –
-5,518
312
– –
-18,943
313
– –
-8,505
314
– –
-30,000
315
– –
-5,745
316
– –
-101,304
317
– –
-71,068
318
– –
-19,900
319
– –
-5,299
320
– –
-17,000
321
– –
-5,691
322
– –
-73,502
323
– –
-93,000
324
– –
-2,921
325
– –
-1,716
10 11 12
13
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