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
76
$3.8M 0.21%
310,262
+10,566
77
$3.77M 0.21%
296,387
+5,300
78
$3.67M 0.2%
22,372
79
$3.5M 0.19%
52,508
+957
80
$3.37M 0.19%
33,204
+2,496
81
$3.37M 0.19%
208,897
+3,063
82
$3.29M 0.18%
11,247
+2,439
83
$3.23M 0.18%
195,000
+127,000
84
$3.23M 0.18%
22,761
-7,911
85
$3.2M 0.18%
579,004
+14,933
86
$3.03M 0.17%
169,522
+92,504
87
$3.01M 0.17%
177,688
+3,592
88
$2.96M 0.16%
32,051
+10,586
89
$2.85M 0.16%
30,683
+5,403
90
$2.84M 0.16%
+100,853
91
$2.79M 0.15%
247,322
-5,230
92
$2.77M 0.15%
66,810
+6,506
93
$2.77M 0.15%
10,395
-1,054
94
$2.66M 0.15%
31,944
+270
95
$2.62M 0.15%
215,775
+4,082
96
$2.55M 0.14%
66,300
+53,300
97
$2.48M 0.14%
104,040
-6,066
98
$2.4M 0.13%
48,822
+135
99
$2.37M 0.13%
18,801
100
$2.36M 0.13%
36,810
+23,399
2 3
4
5 6