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
101
$1.38M 0.11%
24,018
+4,190
102
$1.33M 0.11%
133,034
+8,446
103
$1.33M 0.11%
18,532
+1,341
104
$1.31M 0.11%
+42,296
105
$1.27M 0.1%
34,622
+4,775
106
$1.24M 0.1%
+23,340
107
$1.23M 0.1%
10,647
-756
108
$1.21M 0.1%
43,648
-1,334
109
$1.15M 0.09%
9,487
-746
110
$1.14M 0.09%
+42,139
111
$1.11M 0.09%
40,861
-1,496
112
$1.09M 0.09%
16,095
+2,433
113
$1.08M 0.09%
9,340
-300
114
$1.05M 0.09%
214,302
+25,492
115
$1.05M 0.09%
55,940
+16,208
116
$1.03M 0.08%
14,913
-182
117
$1.01M 0.08%
+8,658
118
$1M 0.08%
40,263
+1,822
119
$955K 0.08%
36,380
-1,417
120
$946K 0.08%
12,419
121
$927K 0.08%
6,699
-205
122
$882K 0.07%
69,474
+12,459
123
$823K 0.07%
15,122
-700
124
$819K 0.07%
26,446
-4,365
125
$803K 0.07%
9,593
-170
3 4
5
6 7