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
101
$2.36M 0.13%
67,919
-983
102
$2.33M 0.13%
112,369
-9,263
103
$2.31M 0.13%
78,977
-11,054
104
$2.27M 0.13%
50,197
+5,973
105
$2.23M 0.12%
174,274
+2,768
106
$2.19M 0.12%
169,609
-931
107
$2.16M 0.12%
36,345
+9,701
108
$2.13M 0.12%
21,509
-1,000
109
$2.11M 0.12%
91,135
-5,667
110
$2.09M 0.12%
26,212
111
$2.06M 0.11%
25,592
+8,045
112
$2.06M 0.11%
10,818
-1,354
113
$2.06M 0.11%
42,310
-1,000
114
$2.05M 0.11%
188,949
+3,591
115
$2.01M 0.11%
34,646
+27,059
116
$1.95M 0.11%
106,971
-44,350
117
$1.94M 0.11%
20,150
+5,150
118
$1.93M 0.11%
91,123
-3,511
119
$1.72M 0.1%
136,132
-4,462
120
$1.7M 0.09%
33,550
+127
121
$1.7M 0.09%
200,000
-20,000
122
$1.65M 0.09%
48,000
123
$1.63M 0.09%
19,554
-3,350
124
$1.62M 0.09%
109,372
-6,028
125
$1.59M 0.09%
33,620
+1,995
3 4
5
6 7