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
351
$72K ﹤0.01%
15,289
-1,239
352
$57K ﹤0.01%
750
353
$46K ﹤0.01%
455
354
$42K ﹤0.01%
117,371
355
$40K ﹤0.01%
1,200
356
$25K ﹤0.01%
2,667
357
$21K ﹤0.01%
12,700
358
$10K ﹤0.01%
2,266
359
– –
-2,895
360
– –
-1,553
361
– –
-10,400
362
– –
-17,000
363
– –
-1,000
364
– –
-21,650
365
– –
-363,459
366
– –
-83,890
367
– –
-25,000
368
– –
-9,937
369
– –
-23,955
370
– –
-2,468
371
– –
-4,132
372
– –
-6,800
373
– –
-5,553
374
– –
-139,559
375
– –
-5,733
12 13 14
15
16