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
76
$2.51M 0.21%
237,607
-64,941
77
$2.45M 0.2%
56,002
+7,642
78
$2.44M 0.2%
151,673
+19,440
79
$2.43M 0.2%
167,982
+19,681
80
$2.37M 0.19%
183,221
+24,005
81
$2.2M 0.18%
165,982
+24,575
82
$2.12M 0.17%
159,042
+524
83
$2.07M 0.17%
53,267
+8,567
84
$1.96M 0.16%
60,980
+400
85
$1.88M 0.15%
19,071
-464
86
$1.85M 0.15%
59,559
+4,053
87
$1.8M 0.15%
24,236
-843
88
$1.79M 0.15%
22,735
-1,888
89
$1.76M 0.14%
29,731
+7,295
90
$1.73M 0.14%
19,466
91
$1.72M 0.14%
42,800
-18,550
92
$1.69M 0.14%
215,177
+2,027
93
$1.68M 0.14%
17,832
+1,698
94
$1.67M 0.14%
248,844
+55,907
95
$1.63M 0.13%
116,487
-2,976
96
$1.53M 0.13%
29,830
-919
97
$1.53M 0.13%
27,303
+11,553
98
$1.46M 0.12%
30,113
-287
99
$1.45M 0.12%
159,409
-821,777
100
$1.43M 0.12%
119,234
+3,064
2 3
4
5 6