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
$1.76B
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$30.2M
3
+$18.9M
4
MLM icon
Martin Marietta Materials
MLM
+$15.2M
5
DIS icon
Walt Disney
DIS
+$12M

Top Sells

1
+$28.8M
2
+$28.6M
3
+$18.1M
4
MON
Monsanto Co
MON
+$12.6M
5
WFC icon
Wells Fargo
WFC
+$10.8M

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
26
$23M 1.31%
174,347
-705
27
$21.9M 1.24%
283,372
+19,917
28
$21.8M 1.24%
48,801
+1,452
29
$21M 1.19%
379,995
-196,223
30
$20.4M 1.16%
774,769
+21,112
31
$19.3M 1.1%
161,911
+4,494
32
$18.9M 1.07%
+723,865
33
$18.9M 1.07%
464,838
+17,059
34
$17.8M 1.01%
462,348
+132,496
35
$15.6M 0.89%
111,751
+6,177
36
$15.5M 0.88%
298,361
+37,489
37
$15.2M 0.86%
+73,463
38
$14.8M 0.84%
887,746
-2,200
39
$13.5M 0.76%
203,673
-148,090
40
$13.4M 0.76%
323,485
-217,535
41
$12.6M 0.72%
196,450
+2,311
42
$10.6M 0.6%
110,677
+5,526
43
$10.2M 0.58%
1,198,630
+116,047
44
$9.44M 0.54%
409,529
-2,432
45
$9.28M 0.53%
+251,619
46
$9.13M 0.52%
89,680
-280,903
47
$8.36M 0.47%
130,306
-449,621
48
$8.13M 0.46%
47,066
+9,700
49
$7.64M 0.43%
94,348
-13,961
50
$7.35M 0.42%
152,880
-24,820
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