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
201
$240K 0.02%
1,268
-57
202
$234K 0.02%
14,997
+251
203
$231K 0.02%
2,851
-1,459
204
$226K 0.02%
4,666
-724
205
$226K 0.02%
+5,492
206
$211K 0.02%
+10,000
207
$210K 0.02%
5,810
-942
208
$210K 0.02%
+5,508
209
$209K 0.02%
6,000
210
$207K 0.02%
2,350
211
$205K 0.02%
+1,881
212
$203K 0.02%
1,855
-250
213
$202K 0.02%
+4,398
214
$185K 0.02%
909
215
$184K 0.02%
16,210
-530
216
$176K 0.01%
17,899
217
$169K 0.01%
25,126
218
$164K 0.01%
81,010
219
$161K 0.01%
12,908
220
$139K 0.01%
1,100
221
$131K 0.01%
1,839
222
$127K 0.01%
+10,095
223
$119K 0.01%
12,789
-9,372
224
$117K 0.01%
11,709
225
$113K 0.01%
2,856
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9
10 11