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
176
$347K 0.03%
10,236
-7,332
177
$347K 0.03%
66,674
+14,423
178
$337K 0.03%
3,734
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179
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180
$333K 0.03%
9,416
-1,670
181
$330K 0.03%
3,248
-1,189
182
$306K 0.03%
+10,577
183
$304K 0.03%
2,771
184
$300K 0.02%
6,226
-396
185
$298K 0.02%
41,791
+16,791
186
$298K 0.02%
3,741
187
$298K 0.02%
4,330
-19,797
188
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13,446
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189
$290K 0.02%
1,618
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190
$286K 0.02%
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-1,485
191
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192
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193
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6,091
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194
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5,130
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195
$266K 0.02%
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-262
196
$264K 0.02%
27,259
-13,110
197
$261K 0.02%
4,144
-903
198
$255K 0.02%
+8,170
199
$252K 0.02%
9,400
200
$245K 0.02%
10,052
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