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
51
$5.99M 0.49%
619,145
+424,217
52
$5.88M 0.48%
664,610
+39,203
53
$5.78M 0.47%
58,819
-899
54
$5.5M 0.45%
413,787
+200,075
55
$5.3M 0.44%
93,830
+41,872
56
$4.57M 0.38%
232,655
+4,872
57
$4.51M 0.37%
223,719
-20,970
58
$4.49M 0.37%
271,178
+13,856
59
$4.47M 0.37%
179,833
-2,841
60
$4.45M 0.37%
459,470
-45,555
61
$4.29M 0.35%
+14,708
62
$4.07M 0.33%
281,981
+62,558
63
$3.97M 0.33%
98,873
+741
64
$3.83M 0.31%
426,574
+26,134
65
$3.44M 0.28%
167,448
+3,906
66
$3.19M 0.26%
118,610
-15,091
67
$3.12M 0.26%
1,600
+1,559
68
$3.09M 0.25%
254,230
+21,203
69
$3.06M 0.25%
63,711
-322,882
70
$3.02M 0.25%
+17,166
71
$2.89M 0.24%
97,104
+19,585
72
$2.86M 0.23%
127,659
+8,233
73
$2.67M 0.22%
305,201
+34,217
74
$2.62M 0.22%
206,811
+19,599
75
$2.55M 0.21%
146,021
+118,424
1 2
3
4 5