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
1
$114M 6.46%
666,688
+197,153
2
$96.5M 5.48%
1,295,397
+8,789
3
$69.1M 3.92%
575,101
+97,772
4
$68.3M 3.88%
1,647,870
+13,989
5
$56.5M 3.2%
308,094
+40,505
6
$51.8M 2.94%
972,291
+206,164
7
$43.9M 2.49%
395,566
+3,926
8
$43.2M 2.45%
210,663
+46,431
9
$42.4M 2.41%
884,520
+16,600
10
$39.9M 2.26%
1,318,139
-45,212
11
$37.5M 2.13%
706,902
+14,909
12
$36.6M 2.08%
756,864
+21,049
13
$35.3M 2%
1,856,895
+94,436
14
$35.2M 2%
1,038,856
-533,567
15
$34.5M 1.96%
1,204,231
+13,943
16
$33.5M 1.9%
257,639
+6,322
17
$30.2M 1.71%
+1,415,688
18
$29.4M 1.67%
464,214
+4,765
19
$29M 1.65%
294,533
+121,403
20
$27.3M 1.55%
350,772
+13,576
21
$26.5M 1.5%
111,749
+2,805
22
$23.8M 1.35%
433,667
+148,295
23
$23.5M 1.33%
215,996
+2,768
24
$23.4M 1.33%
373,912
+56,612
25
$23.2M 1.32%
1,068,003
+42,698
1
2 3 4 5