FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
-5.87%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.22B
AUM Growth
-$40.7M
(-3.2%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
33.19%
Holding
272
New
27
Increased
95
Reduced
84
Closed
32
Top Buys
| 1 |
Merck
MRK
|
$16.5M |
| 2 |
Medtronic
MDT
|
$12.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
| 4 |
MON
Monsanto Co
MON
|
$9.94M |
| 5 |
LVLT
Level 3 Communications Inc
LVLT
|
$6.62M |
Top Sells
| 1 |
GSK
GSK
|
$15.5M |
| 2 |
AB InBev
BUD
|
$9.98M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$9.14M |
| 4 |
Walt Disney
DIS
|
$7.79M |
| 5 |
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% |
