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
1
$77.8M 5.38%
1,350,632
-116,399
2
$72.8M 5.03%
1,403,273
-22,542
3
$54.1M 3.74%
374,667
+53,020
4
$46.8M 3.24%
1,457,793
-47,826
5
$40.4M 2.8%
415,815
-5,773
6
$32.8M 2.27%
300,324
-6,909
7
$32M 2.21%
1,106,911
-22,604
8
$31.8M 2.2%
273,888
-16,674
9
$28.9M 2%
285,268
+272,065
10
$28.3M 1.96%
239,362
-4,866
11
$28M 1.94%
+401,860
12
$27M 1.87%
427,131
-4,581
13
$26.5M 1.83%
663,467
-17,885
14
$26.4M 1.83%
443,732
-9,121
15
$26.2M 1.81%
302,931
-5,897
16
$25.9M 1.79%
658,235
-41,950
17
$25.7M 1.78%
71,021
-1,303
18
$25.6M 1.77%
111,095
+4,424
19
$25M 1.73%
565,021
-9,757
20
$24.7M 1.71%
1,079,058
-660,893
21
$23.1M 1.6%
497,426
+8,050
22
$22.7M 1.57%
584,540
-2,020
23
$22.5M 1.55%
677,306
-13,390
24
$21.6M 1.5%
134,238
+50,906
25
$21.6M 1.49%
374,568
-27,465
1
2 3 4 5