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
151
$482K 0.04%
5,300
152
$479K 0.04%
12,294
-623
153
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7,434
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154
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155
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11,344
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156
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38,445
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157
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22,518
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158
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159
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160
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161
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29,601
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162
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40,355
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163
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164
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165
$417K 0.03%
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167
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168
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169
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170
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171
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172
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173
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5,050
174
$359K 0.03%
5,980
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175
$356K 0.03%
7,174
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