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
176
$972K 0.05%
18,203
-1,900
177
$965K 0.05%
41,852
-551
178
$961K 0.05%
83,362
+13,095
179
$935K 0.05%
13,749
+7,869
180
$931K 0.05%
39,500
+7,000
181
$927K 0.05%
17,630
-78
182
$920K 0.05%
34,000
-2,350
183
$900K 0.05%
35,000
+3,000
184
$896K 0.05%
+17,308
185
$885K 0.05%
5,026
-196
186
$867K 0.05%
52,176
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187
$861K 0.05%
34,336
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188
$856K 0.05%
9,152
-4,488
189
$853K 0.05%
7,080
-1
190
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15,411
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191
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10,729
+1,186
192
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25,240
-4,725
193
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10,009
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194
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1,082
-105
195
$836K 0.05%
58,041
+12
196
$835K 0.05%
139,174
+76,933
197
$829K 0.05%
19,312
+9,853
198
$808K 0.04%
4,745
+11
199
$799K 0.04%
10,320
+977
200
$798K 0.04%
2,040
+271