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
101
$2.11M 0.12%
79,655
+5,076
102
$2M 0.11%
177,033
+12,866
103
$1.94M 0.11%
30,482
-17,706
104
$1.91M 0.11%
1,464
+70
105
$1.85M 0.11%
35,769
+15,087
106
$1.82M 0.1%
20,035
+3,585
107
$1.81M 0.1%
84,379
-31,957
108
$1.8M 0.1%
21,639
-1,579
109
$1.78M 0.1%
26,212
110
$1.76M 0.1%
+82,115
111
$1.74M 0.1%
58,839
-131
112
$1.72M 0.1%
57,300
+20,800
113
$1.68M 0.1%
17,530
-6,710
114
$1.66M 0.09%
20,302
+6,635
115
$1.65M 0.09%
6,481
+641
116
$1.58M 0.09%
12,730
117
$1.56M 0.09%
348,280
+251,360
118
$1.54M 0.09%
111,218
+26,011
119
$1.52M 0.09%
74,343
+3
120
$1.49M 0.08%
9,095
+586
121
$1.49M 0.08%
116,195
+14,274
122
$1.48M 0.08%
99,498
-391
123
$1.47M 0.08%
43,459
-30,823
124
$1.46M 0.08%
38,042
+7,609
125
$1.44M 0.08%
63,504
-5,887
3 4
5
6 7