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
51
$7.18M 0.4%
1,282,447
+250,168
52
$6.7M 0.37%
23,031
+500
53
$5.93M 0.33%
28,621
-85
54
$5.43M 0.3%
393,642
+26,731
55
$5.41M 0.3%
20,245
56
$5.31M 0.29%
155,856
+10,736
57
$5.17M 0.29%
450,935
+10,814
58
$5.14M 0.28%
42,011
+11,029
59
$5.12M 0.28%
16
60
$5.04M 0.28%
13,460
-158
61
$4.96M 0.27%
30,115
-11,393
62
$4.95M 0.27%
64,149
-1,815
63
$4.82M 0.27%
686,080
+16,200
64
$4.79M 0.27%
98,502
+2,973
65
$4.59M 0.25%
495,059
+34,292
66
$4.51M 0.25%
97,592
+5,595
67
$4.38M 0.24%
345,843
+111,669
68
$4.36M 0.24%
340,502
+70,484
69
$4.3M 0.24%
71,200
+3,560
70
$4.28M 0.24%
+47,685
71
$4.28M 0.24%
287,447
+13,000
72
$4.25M 0.24%
494,911
+19,629
73
$4.2M 0.23%
3,251
+18
74
$4.11M 0.23%
438,726
-16,756
75
$3.92M 0.22%
46,108
-2,388
1 2
3
4 5