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
301
$268K 0.01%
1,309
-21
302
$265K 0.01%
1,570
+150
303
$263K 0.01%
+11,814
304
$259K 0.01%
+23,800
305
$257K 0.01%
20,776
+4,102
306
$251K 0.01%
+5,043
307
$249K 0.01%
33,947
-20,000
308
$247K 0.01%
2,474
309
$247K 0.01%
19,788
310
$244K 0.01%
4,430
-635
311
$243K 0.01%
1,203
-1,000
312
$234K 0.01%
1,552
313
$234K 0.01%
2,678
-1,712
314
$234K 0.01%
15,440
-340
315
$234K 0.01%
+3,632
316
$232K 0.01%
+5,264
317
$232K 0.01%
963
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318
$228K 0.01%
4,129
-53
319
$224K 0.01%
1,985
-869
320
$223K 0.01%
1,036
-505
321
$218K 0.01%
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322
$218K 0.01%
5,644
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323
$218K 0.01%
1,644
-6
324
$217K 0.01%
+3,990
325
$213K 0.01%
2,459
-477
11 12
13
14 15