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
$1.22B
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$12.4M
3
+$10.9M
4
MON
Monsanto Co
MON
+$9.94M
5
LVLT
Level 3 Communications Inc
LVLT
+$6.62M

Top Sells

1
+$15.5M
2
+$9.98M
3
+$9.14M
4
DIS icon
Walt Disney
DIS
+$7.79M
5
TEF icon
Telefonica
TEF
+$7.47M

Sector Composition

1 Healthcare 12.79%
2 Financials 12.61%
3 Consumer Staples 12.43%
4 Technology 11.6%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.31%
115,345
-6,021
27
$15.6M 1.28%
283,088
-488
28
$15.5M 1.28%
175,751
-7,944
29
$14.8M 1.22%
144,964
-76,211
30
$14.2M 1.16%
133,256
-93,828
31
$14.1M 1.16%
342,910
-1,948
32
$13.4M 1.1%
76,891
-2,647
33
$13.1M 1.08%
68,382
+57,094
34
$12.9M 1.06%
534,812
+8,833
35
$12.7M 1.04%
255,976
+2,098
36
$12.4M 1.02%
94,945
-531
37
$12.2M 1%
274,931
+10,380
38
$11.5M 0.95%
630,583
-23,446
39
$11.2M 0.92%
131,483
-294
40
$10.4M 0.85%
121,836
+116,436
41
$10.4M 0.85%
385,184
-3,579
42
$9.83M 0.81%
148,796
-25,306
43
$9.34M 0.77%
983,539
+63,463
44
$8.98M 0.74%
242,052
-35,555
45
$8.45M 0.69%
488,894
+12,695
46
$8.21M 0.67%
144,354
+1
47
$7.56M 0.62%
262,372
+12,975
48
$7.32M 0.6%
265,436
-101,676
49
$7.25M 0.6%
908,517
+16,587
50
$6.97M 0.57%
314,849
+16,868
1
2
3 4 5