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
151
$1.2M 0.07%
10,745
-918
152
$1.15M 0.06%
38,930
+6,785
153
$1.15M 0.06%
37,437
-651
154
$1.14M 0.06%
89,480
-8,528
155
$1.14M 0.06%
16,847
-558
156
$1.13M 0.06%
63,950
+52,711
157
$1.12M 0.06%
+16,090
158
$1.09M 0.06%
8,176
-2,968
159
$1.09M 0.06%
96,698
+11,747
160
$1.08M 0.06%
92,683
-5,207
161
$1.08M 0.06%
15,932
-634
162
$1.08M 0.06%
45,360
163
$1.07M 0.06%
3,847
-700
164
$1.06M 0.06%
+30,669
165
$1.06M 0.06%
91,886
-5,812
166
$1.04M 0.06%
5,442
-600
167
$1.04M 0.06%
22,685
168
$1.03M 0.06%
32,000
+6,000
169
$1.02M 0.06%
10,839
+689
170
$1.01M 0.06%
+75,000
171
$1M 0.06%
16,325
-908
172
$997K 0.06%
4,477
+2,495
173
$991K 0.05%
38,126
-2,082
174
$985K 0.05%
5,034
-400
175
$982K 0.05%
45,696
-13,157
5 6
7
8 9