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
$1.76B
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$30.2M
3
+$18.9M
4
MLM icon
Martin Marietta Materials
MLM
+$15.2M
5
DIS icon
Walt Disney
DIS
+$12M

Top Sells

1
+$28.8M
2
+$28.6M
3
+$18.1M
4
MON
Monsanto Co
MON
+$12.6M
5
WFC icon
Wells Fargo
WFC
+$10.8M

Sector Composition

1 Communication Services 13.08%
2 Healthcare 10.8%
3 Financials 10.78%
4 Real Estate 10.61%
5 Technology 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$690K 0.04%
6,555
+1,757
177
$681K 0.04%
5,044
+400
178
$679K 0.04%
45,420
+13,795
179
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8,189
+3,258
180
$646K 0.04%
2,083
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181
$646K 0.04%
10,022
182
$633K 0.04%
+1,063
183
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41,536
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184
$617K 0.04%
9,819
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185
$603K 0.03%
13,042
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186
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187
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188
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59,495
+11,318
189
$575K 0.03%
11,483
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190
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7,430
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191
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192
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9,620
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193
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17,909
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194
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195
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3,067
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196
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10,148
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197
$530K 0.03%
34,454
-244,061
198
$529K 0.03%
46,070
199
$528K 0.03%
6,863
-738
200
$528K 0.03%
13,995
-111
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