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
26
$20.1M 1.11%
110,514
+2,626
27
$20.1M 1.11%
53,999
+45,169
28
$19.2M 1.06%
414,740
-13,663
29
$18.6M 1.03%
338,749
+3,892
30
$18M 1%
157,152
+20,989
31
$17.6M 0.97%
244,271
-2,812
32
$16.8M 0.93%
298,168
+12,824
33
$16.4M 0.91%
688,887
+23,643
34
$15.8M 0.88%
1,306,440
+258,395
35
$15.7M 0.87%
179,332
+2,073
36
$15M 0.83%
321,892
-76,300
37
$14.7M 0.81%
179,038
+3,602
38
$14.7M 0.81%
258,596
+232,055
39
$14.3M 0.79%
236,542
-176,945
40
$14.1M 0.78%
166,700
+23,485
41
$12.6M 0.7%
111,854
-1,231
42
$12.5M 0.69%
995,389
+14,600
43
$12.1M 0.67%
+75,193
44
$11.8M 0.65%
+290,293
45
$11.6M 0.64%
89,762
+2,857
46
$11.6M 0.64%
160,010
-3,638
47
$10.1M 0.56%
101,180
-5,920
48
$9.74M 0.54%
403,712
-16,040
49
$8.69M 0.48%
258,461
+149,998
50
$7.8M 0.43%
978,221
+16,524
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