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
151
$817K 0.06%
55,976
+30,934
152
$805K 0.06%
21,526
-558,918
153
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6,134
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154
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155
$757K 0.05%
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156
$736K 0.05%
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157
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158
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4,340
-2,974
159
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9,428
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160
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24,600
+6,894
161
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60,900
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162
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9,058
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163
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164
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+1,600
165
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166
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167
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168
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169
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95,448
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170
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171
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26,373
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172
$620K 0.04%
11,736
173
$614K 0.04%
15,993
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174
$612K 0.04%
36,187
175
$607K 0.04%
66,460
+41,460
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7
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