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
76
$3.54M 0.2%
+196,663
77
$3.29M 0.19%
22,372
78
$3.27M 0.19%
122,185
-103,295
79
$3.23M 0.18%
27,847
+15,449
80
$3.21M 0.18%
95,434
+23,548
81
$3.19M 0.18%
21,445
+1,870
82
$3.05M 0.17%
163,031
+18,542
83
$2.79M 0.16%
83,248
-13,717
84
$2.75M 0.16%
205,059
+28,337
85
$2.73M 0.16%
47,433
+444
86
$2.69M 0.15%
22,590
-140
87
$2.58M 0.15%
21,977
+4,684
88
$2.53M 0.14%
292,517
-82,054
89
$2.42M 0.14%
172,219
+15,419
90
$2.34M 0.13%
22,870
+902
91
$2.34M 0.13%
100,162
-23,813
92
$2.31M 0.13%
219,635
-1,000
93
$2.31M 0.13%
64,718
-178
94
$2.31M 0.13%
51,248
-71,545
95
$2.3M 0.13%
66,180
+608
96
$2.29M 0.13%
11,714
+1,012
97
$2.15M 0.12%
49,215
+4,050
98
$2.13M 0.12%
100,177
-260,445
99
$2.12M 0.12%
20,089
+7,500
100
$2.11M 0.12%
93,257
-440
2 3
4
5 6