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
51
$5.81M 0.4%
579,823
-29,428
52
$5.46M 0.38%
408,673
-47,252
53
$5.37M 0.37%
116,655
+3,072
54
$5.29M 0.37%
233,133
-41,414
55
$5.21M 0.36%
59,756
+21,638
56
$5.04M 0.35%
320,474
+42,437
57
$5.02M 0.35%
291,189
+10,445
58
$4.97M 0.34%
6,056
+2,418
59
$4.87M 0.34%
303,090
+27,311
60
$4.83M 0.33%
352,319
+527
61
$4.78M 0.33%
344,559
+1,109
62
$4.73M 0.33%
54,152
+10,517
63
$4.64M 0.32%
299,243
+5,592
64
$4.58M 0.32%
313,808
-116,447
65
$4.49M 0.31%
+144,012
66
$4.46M 0.31%
313,997
+10,360
67
$4.12M 0.28%
187,555
-95,460
68
$4.11M 0.28%
13,140
-5,985
69
$3.94M 0.27%
19,841
70
$3.75M 0.26%
88,738
-2,032
71
$3.75M 0.26%
17,353
-843
72
$3.68M 0.25%
17
-2
73
$3.35M 0.23%
139,780
+17,923
74
$3.12M 0.22%
32,019
+2,947
75
$3.11M 0.22%
109,330
-34,759
1 2
3
4 5