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
201
$517K 0.03%
7,109
-27,646
202
$517K 0.03%
3,804
+728
203
$515K 0.03%
+12,688
204
$505K 0.03%
13,776
+1,444
205
$500K 0.03%
43,265
-26,169
206
$487K 0.03%
2,278
-509
207
$485K 0.03%
36,851
208
$476K 0.03%
4,104
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209
$473K 0.03%
6,911
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210
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6,651
+500
211
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6,463
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212
$456K 0.03%
5,330
-1,504
213
$455K 0.03%
16,175
214
$430K 0.02%
4,024
215
$427K 0.02%
+4,335
216
$427K 0.02%
3,296
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217
$417K 0.02%
2,234
+1
218
$414K 0.02%
22,774
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219
$411K 0.02%
2,196
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220
$411K 0.02%
53,400
221
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14,424
+2,737
222
$397K 0.02%
4,330
-82
223
$395K 0.02%
9,075
-3,209
224
$393K 0.02%
2,573
+274
225
$381K 0.02%
10,658
-25
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10 11