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
101
$1.9M 0.13%
62,495
-2,124
102
$1.86M 0.13%
+25,727
103
$1.83M 0.13%
57,566
+880
104
$1.8M 0.12%
17,470
+1,722
105
$1.78M 0.12%
33,071
+775
106
$1.72M 0.12%
21,798
-5,883
107
$1.71M 0.12%
19,068
-3,006
108
$1.69M 0.12%
72,283
+2,141
109
$1.66M 0.11%
65,801
-1,921
110
$1.64M 0.11%
82,218
-87,011
111
$1.64M 0.11%
66,102
+9,100
112
$1.55M 0.11%
19,492
-1,218
113
$1.54M 0.11%
116,681
-21,808
114
$1.51M 0.1%
36,972
-10,814
115
$1.51M 0.1%
10,769
+91
116
$1.45M 0.1%
22,534
+12,034
117
$1.42M 0.1%
44,953
-117
118
$1.41M 0.1%
24,960
119
$1.29M 0.09%
42,200
+12,775
120
$1.28M 0.09%
34,035
-85
121
$1.28M 0.09%
27,814
+12,814
122
$1.21M 0.08%
24,016
+3,000
123
$1.2M 0.08%
30,115
124
$1.18M 0.08%
5,428
-354
125
$1.18M 0.08%
69,108
-828
3 4
5
6 7