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
1
$141M 7.83%
1,236,277
-6,105
2
$120M 6.62%
727,162
+117,215
3
$60.5M 3.35%
282,757
-8,784
4
$58M 3.21%
1,598,131
+28,143
5
$55.3M 3.06%
2,013,740
+77,977
6
$54.3M 3.01%
465,151
-9,098
7
$53.5M 2.96%
897,320
+17,640
8
$45.6M 2.52%
1,352,177
9
$40.2M 2.23%
1,258,580
+11,579
10
$37.3M 2.06%
891,860
-30,742
11
$32.6M 1.8%
399,496
+23,947
12
$31.3M 1.73%
613,746
-7,283
13
$30.7M 1.7%
312,326
-8,909
14
$30.6M 1.7%
261,987
-1,626
15
$28.6M 1.58%
324,833
-1,389
16
$27.8M 1.54%
1,292,263
+9,523
17
$26.6M 1.47%
192,412
-121,508
18
$25.7M 1.42%
727,757
-7,960
19
$25M 1.38%
1,180,268
-69,095
20
$23.8M 1.32%
836,865
21
$23.8M 1.32%
1,274,270
-934,339
22
$23.3M 1.29%
530,118
-9,798
23
$22.8M 1.26%
101,715
-112
24
$20.7M 1.15%
340,519
+948
25
$20.6M 1.14%
43,676
+1,962
1
2 3 4 5