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
1
$76.2M 6.26%
1,722,431
-6,575
2
$61.5M 5.05%
4,458,329
+26,529
3
$58.8M 4.83%
1,522,557
+25,781
4
$32.2M 2.65%
345,466
-4,507
5
$31.1M 2.55%
238,558
-70,129
6
$30.4M 2.49%
1,019,309
+170,546
7
$30.3M 2.49%
382,216
+50,761
8
$28.5M 2.34%
264,354
+1,705
9
$27.6M 2.27%
537,750
+13,076
10
$27.5M 2.26%
278,906
-5,126
11
$26.1M 2.14%
623,857
+152,758
12
$25.5M 2.09%
380,811
+185,974
13
$24.9M 2.05%
636,503
+4,504
14
$24.7M 2.03%
332,833
+62,238
15
$23.4M 1.93%
649,071
-7,172
16
$22.9M 1.88%
278,092
+289
17
$22.8M 1.87%
419,149
-236
18
$19.8M 1.62%
553,086
+1,510
19
$19.6M 1.61%
66,038
-821
20
$19.5M 1.6%
3,003,307
-237,706
21
$18.7M 1.54%
428,381
+151,604
22
$18.1M 1.48%
383,521
+349,127
23
$18M 1.48%
314,066
-2,776
24
$17.2M 1.41%
563,720
+6,020
25
$16.1M 1.32%
299,240
-8,021
1
2 3 4 5