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
51
$6.81M 0.39%
636,848
-10,240
52
$6.33M 0.36%
77,193
-5,693
53
$5.95M 0.34%
1,025,904
+337,359
54
$5.89M 0.33%
49,125
-105,243
55
$5.7M 0.32%
7,730
+1,467
56
$5.33M 0.3%
330,758
+56,632
57
$5.23M 0.3%
140,034
+59,971
58
$5.22M 0.3%
19
-1
59
$5.11M 0.29%
483,699
+16,729
60
$5.08M 0.29%
353,972
+70,202
61
$4.88M 0.28%
19,414
+56
62
$4.8M 0.27%
54,400
+30,000
63
$4.67M 0.26%
95,860
+14,400
64
$4.61M 0.26%
19,980
65
$4.59M 0.26%
340,501
+104,079
66
$4.5M 0.26%
452,203
+164,473
67
$4.44M 0.25%
381,083
-291,458
68
$4.43M 0.25%
3,368
+372
69
$4.22M 0.24%
173,980
+32,620
70
$3.92M 0.22%
288,624
+92,104
71
$3.9M 0.22%
82,819
+21,622
72
$3.87M 0.22%
204,900
+65,184
73
$3.82M 0.22%
320,621
+135,204
74
$3.67M 0.21%
25,181
+490
75
$3.6M 0.2%
577,128
+43,216
1 2
3
4 5