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
326
$209K 0.01%
+1,312
327
$207K 0.01%
5,065
328
$207K 0.01%
+4,145
329
$207K 0.01%
+4,500
330
$206K 0.01%
+2,167
331
$205K 0.01%
+3,289
332
$201K 0.01%
+877
333
$198K 0.01%
19,925
+4,325
334
$182K 0.01%
13,208
+2,540
335
$170K 0.01%
12,908
336
$167K 0.01%
14,151
-14,493
337
$158K 0.01%
12,262
-4,420
338
$157K 0.01%
17,843
339
$150K 0.01%
10,733
340
$148K 0.01%
3,117
341
$143K 0.01%
11,628
342
$143K 0.01%
11,238
343
$118K 0.01%
12,568
344
$115K 0.01%
+16,900
345
$109K 0.01%
3,000
+600
346
$100K 0.01%
+1,000
347
$91K 0.01%
10,000
348
$90K 0.01%
12,626
-12,500
349
$84K ﹤0.01%
+17,506
350
$72K ﹤0.01%
2,940
12 13
14
15 16