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
76
$3.04M 0.21%
147,601
+8,637
77
$2.99M 0.21%
311,435
+57,283
78
$2.87M 0.2%
221,004
+63,667
79
$2.87M 0.2%
470,679
+166,129
80
$2.85M 0.2%
309,648
+96,274
81
$2.82M 0.2%
21,819
82
$2.75M 0.19%
248,372
+85,129
83
$2.73M 0.19%
+199,354
84
$2.69M 0.19%
54,271
-691
85
$2.66M 0.18%
156,091
+87,784
86
$2.66M 0.18%
177,165
+62,683
87
$2.6M 0.18%
24,838
+380
88
$2.57M 0.18%
29,620
+56
89
$2.52M 0.17%
91,053
90
$2.46M 0.17%
218,371
-63,029
91
$2.29M 0.16%
64,958
-6,206
92
$2.24M 0.16%
17,489
+3,159
93
$2.14M 0.15%
19,047
-99
94
$2.13M 0.15%
19,590
-7,436
95
$2.1M 0.15%
19,340
-1,703
96
$2.04M 0.14%
59,738
+10,945
97
$1.98M 0.14%
81,740
+22,732
98
$1.96M 0.14%
113,690
+24,330
99
$1.9M 0.13%
47,240
-4,260
100
$1.9M 0.13%
45,340
+4,140
2 3
4
5 6