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
126
$1.17M 0.08%
8,247
+1,680
127
$1.15M 0.08%
36,203
+18,000
128
$1.13M 0.08%
82,001
+50,671
129
$1.09M 0.08%
8,277
+297
130
$1.07M 0.07%
48,000
131
$1.07M 0.07%
50,775
+32,389
132
$1.06M 0.07%
9,209
+859
133
$1.03M 0.07%
64,058
+3,888
134
$1.01M 0.07%
12,419
135
$1.01M 0.07%
73,455
-228,696
136
$1.01M 0.07%
15,529
+2,665
137
$996K 0.07%
12,667
+1,710
138
$996K 0.07%
113,043
-46,379
139
$990K 0.07%
12,274
+8,374
140
$988K 0.07%
6,480
+1,216
141
$979K 0.07%
20,340
+5,000
142
$936K 0.06%
38,216
143
$928K 0.06%
70,378
+248
144
$899K 0.06%
81,687
-46,031
145
$895K 0.06%
5,065
-317
146
$891K 0.06%
83,357
-4,259
147
$873K 0.06%
19,715
+805
148
$871K 0.06%
33,906
-239
149
$824K 0.06%
13,062
+534
150
$824K 0.06%
3,114
+1,134
4 5
6
7 8