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
$1.45B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$27.6M
3
+$8.21M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$7.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.66M

Top Sells

1
+$20.9M
2
+$15.1M
3
+$6.7M
4
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$3.14M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$3.06M

Sector Composition

1 Healthcare 14.83%
2 Consumer Staples 11.96%
3 Financials 11.59%
4 Technology 11.03%
5 Communication Services 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$463K 0.03%
11,496
+4,273
202
$463K 0.03%
3,832
+406
203
$459K 0.03%
10,844
+614
204
$458K 0.03%
5,113
+15
205
$454K 0.03%
+10,670
206
$452K 0.03%
+17,390
207
$449K 0.03%
+40,000
208
$439K 0.03%
2,942
-180
209
$437K 0.03%
15,306
210
$436K 0.03%
10,106
211
$432K 0.03%
+2,595
212
$421K 0.03%
6,577
+2,366
213
$415K 0.03%
1,730
-1,419
214
$400K 0.03%
5,655
215
$399K 0.03%
8,148
-96
216
$396K 0.03%
5,861
217
$393K 0.03%
3,534
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218
$392K 0.03%
10,658
-81
219
$390K 0.03%
+300
220
$388K 0.03%
47,888
-245
221
$380K 0.03%
4,500
222
$379K 0.03%
6,876
-797
223
$375K 0.03%
9,600
224
$371K 0.03%
3,033
-215
225
$371K 0.03%
+58,232
7 8
9
10 11