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
126
$1.44M 0.08%
16,959
+1,695
127
$1.43M 0.08%
23,342
-5,025
128
$1.37M 0.08%
12,274
+2,719
129
$1.37M 0.08%
48,000
130
$1.36M 0.08%
21,137
-16,384
131
$1.34M 0.08%
8,543
+134
132
$1.33M 0.08%
7,334
-987
133
$1.31M 0.07%
24,394
-121,874
134
$1.3M 0.07%
138,826
+10,464
135
$1.3M 0.07%
42,106
-18,922
136
$1.3M 0.07%
+68,851
137
$1.29M 0.07%
5,104
+659
138
$1.2M 0.07%
7,303
+852
139
$1.19M 0.07%
19,965
+2,026
140
$1.18M 0.07%
10,000
141
$1.17M 0.07%
30,842
-5,934
142
$1.14M 0.06%
44,796
+7,194
143
$1.13M 0.06%
12,707
-1,928
144
$1.1M 0.06%
+49,965
145
$1.1M 0.06%
14,773
+1,525
146
$1.07M 0.06%
+9,189
147
$1.04M 0.06%
+4,200
148
$1.03M 0.06%
81,319
+36,887
149
$1.01M 0.06%
5,781
+822
150
$985K 0.06%
25,032
-31,990
4 5
6
7 8