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
$1.45B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$27.6M
3
+$8.21M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$7.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.66M

Top Sells

1
+$20.9M
2
+$15.1M
3
+$6.7M
4
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$3.14M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$3.06M

Sector Composition

1 Healthcare 14.83%
2 Consumer Staples 11.96%
3 Financials 11.59%
4 Technology 11.03%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.1M 1.46%
934,828
+15,378
27
$18.6M 1.29%
141,716
-386
28
$18.5M 1.28%
290,392
-4,984
29
$18.3M 1.26%
266,742
-33,889
30
$18M 1.25%
410,648
-22,345
31
$17.8M 1.23%
116,921
-465
32
$17.3M 1.2%
343,740
-5,824
33
$16.8M 1.16%
610,702
-46,479
34
$16.1M 1.11%
665,537
+319,400
35
$15.1M 1.05%
282,209
-4,589
36
$14.8M 1.02%
141,587
+34,017
37
$14.1M 0.97%
151,498
-5,040
38
$13.7M 0.95%
134,110
+5,923
39
$12.2M 0.84%
167,414
+13,931
40
$11.8M 0.81%
277,638
-3,831
41
$11.2M 0.78%
952,520
-8,463
42
$10.7M 0.74%
523,687
-72,741
43
$10.1M 0.7%
127,854
+24,313
44
$9.63M 0.67%
1,135,851
-156,898
45
$9.28M 0.64%
484,492
-47,220
46
$8.83M 0.61%
926,882
-141,240
47
$8.09M 0.56%
149,404
+581
48
$8.04M 0.56%
804,452
-115,654
49
$7.75M 0.54%
274,028
-37,420
50
$7.55M 0.52%
300,273
-26,295
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