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FFA
First Foundation Advisors Portfolio holdings
AUM
$2.48B
1-Year Est. Return
18.56%
This Fund
S&P 500
This Quarter
Est. Return
+0.99%
1 Year Est. Return
+18.56%
3 Year Est. Return
+57.06%
5 Year Est. Return
+72.87%
10 Year Est. Return
+256.29%
AUM
$511M
AUM Growth
–
Cap. Flow
+$519M
Cap. Flow
% of AUM
101.64%
Top 10 Holdings %
Top 10 Hldgs %
36.63%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$23.3M |
| 2 |
Philip Morris
PM
|
+$20.8M |
| 3 |
Qualcomm
QCOM
|
+$19.8M |
| 4 |
IBM
IBM
|
+$19.6M |
| 5 |
United Parcel Service
UPS
|
+$18.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 19.34% |
| 2 | Financials | 19.01% |
| 3 | Healthcare | 13.38% |
| 4 | Industrials | 12.44% |
| 5 | Technology | 11.74% |
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First Foundation Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for First Foundation Advisors, which disclosed 141 positions worth $511M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Johnson & Johnson: 275,147 shares worth $23.6M.
By sector, the portfolio is most concentrated in Consumer Staples at 19% of assets, followed by Financials and Healthcare.
- First Foundation Advisors's largest Q2 2013 buy was Johnson & Johnson: 275,147 shares worth $23.6M.
- First Foundation Advisors's ten largest holdings make up 37% of its $511M portfolio in Q2 2013.
- First Foundation Advisors disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on First Foundation Advisors's 13F filing for Q2 2013, filed 9 Aug 2013.