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
126
$1.59M 0.09%
78,700
-5,226
127
$1.58M 0.09%
79,163
-6,251
128
$1.57M 0.09%
62,049
-1,063
129
$1.57M 0.09%
30,726
-2,267
130
$1.55M 0.09%
6,597
+1
131
$1.54M 0.09%
9,202
-2,297
132
$1.53M 0.08%
18,064
+115
133
$1.5M 0.08%
13,939
+48
134
$1.49M 0.08%
45,240
+8,180
135
$1.48M 0.08%
+245,740
136
$1.47M 0.08%
116,807
+3,935
137
$1.47M 0.08%
143,493
-3,382
138
$1.46M 0.08%
1,125
-32
139
$1.46M 0.08%
28,230
-332,706
140
$1.41M 0.08%
19,100
-3,000
141
$1.39M 0.08%
10,655
-66
142
$1.38M 0.08%
9,174
+2,530
143
$1.37M 0.08%
23,251
+6,601
144
$1.36M 0.08%
74,697
+19,044
145
$1.35M 0.07%
20,920
+412
146
$1.33M 0.07%
45,223
-1,301
147
$1.31M 0.07%
11,765
+4,103
148
$1.23M 0.07%
116,690
-209,116
149
$1.21M 0.07%
13,334
+4,036
150
$1.21M 0.07%
61,920
-4,409
4 5
6
7 8