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
326
-8,505
327
-30,042
328
-12,311
329
-30,003
330
-7,515
331
-1,009
332
-14,000
333
-6,928
334
-12,923
335
-14,377
336
-105,803
337
-5,299
338
-17,000
339
-5,691
340
-73,502
341
-93,000
342
-2,921
343
-1,716
344
-11,433
345
-122,623
346
-186,817
347
-75,000
348
-4,083