FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 +$32.9M
2 +$27.8M
3 +$18.6M
4
MLM icon
Martin Marietta Materials
MLM
+$15.5M
5
DIS icon
Walt Disney
DIS
+$12.5M

Top Sells

1 +$28.6M
2 +$27.9M
3 +$17.1M
4
MON
Monsanto Co
MON
+$12.4M
5
WFC icon
Wells Fargo
WFC
+$10.4M

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
-8,717
311
-2,498
312
-5,518
313
-18,943
314
-8,505
315
-30,000
316
-5,745
317
-101,304
318
-71,068
319
-19,900
320
-1,900
321
-2,817
322
-2,977
323
-2,250
324
-6,466
325
-1,431