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
126
$777K 0.06%
31,558
+4,400
127
$770K 0.06%
+22,424
128
$737K 0.06%
67,409
-1,000
129
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8,106
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130
$715K 0.06%
34,515
+12,268
131
$712K 0.06%
36,672
-2,198
132
$673K 0.06%
22,335
-1,250
133
$626K 0.05%
8,600
+3,750
134
$626K 0.05%
5,284
+197
135
$593K 0.05%
9,728
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136
$589K 0.05%
4,071
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137
$576K 0.05%
2,720
+109
138
$565K 0.05%
6,800
-122
139
$564K 0.05%
+5,144
140
$549K 0.05%
12,628
-361
141
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7,688
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142
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6,361
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143
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14,000
144
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13,052
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145
$514K 0.04%
11,648
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146
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147
$500K 0.04%
34,782
+5,449
148
$492K 0.04%
4,603
149
$486K 0.04%
2,344
+25
150
$485K 0.04%
+47,218
4 5
6
7 8