FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 +$321M
2 +$18.5M
3 +$13.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.6M
5
MON
Monsanto Co
MON
+$11.5M

Top Sells

1 +$16.8M
2 +$10.9M
3 +$9.61M
4
TEF
Telefonica
TEF
+$8.75M
5
DIS icon
Walt Disney
DIS
+$8.3M

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
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129
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8,106
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130
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34,515
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131
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36,672
-2,198
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133
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8,600
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134
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135
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136
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137
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138
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6,800
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139
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140
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141
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144
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146
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147
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34,782
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148
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149
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2,344
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150
$485K 0.04%
+47,218