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
201
$795K 0.04%
5,497
-1,601
202
$769K 0.04%
4,140
+2,165
203
$758K 0.04%
7,230
-763
204
$730K 0.04%
2,241
+7
205
$718K 0.04%
34,422
206
$708K 0.04%
+19,364
207
$680K 0.04%
8,878
+55
208
$678K 0.04%
10,924
+135
209
$675K 0.04%
1,952
-174
210
$675K 0.04%
15,485
+1,213
211
$656K 0.04%
3,167
-1,181
212
$636K 0.04%
3,907
+10
213
$624K 0.03%
4,915
+3
214
$618K 0.03%
+15,067
215
$591K 0.03%
5,245
+663
216
$590K 0.03%
+1,312
217
$586K 0.03%
42,319
-4,677
218
$586K 0.03%
4,172
219
$584K 0.03%
18,654
+27
220
$571K 0.03%
7,834
-23,786
221
$569K 0.03%
7,442
+572
222
$569K 0.03%
4,174
+52
223
$567K 0.03%
2,271
+7
224
$545K 0.03%
47,679
-6,603
225
$529K 0.03%
3,468
+432
7 8
9
10 11