FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$12.3M
3 +$12.3M
4
LVLT
Level 3 Communications Inc
LVLT
+$11.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.1M

Top Sells

1 +$15.6M
2 +$14.1M
3 +$1.55M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
VER
VEREIT, Inc.
VER
+$959K

Sector Composition

1 Financials 13.95%
2 Technology 12.28%
3 Consumer Staples 12.19%
4 Healthcare 11.17%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$110K 0.01%
+12,310
227
$106K 0.01%
55,675
228
$105K 0.01%
+2,856
229
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6,351
230
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5,000
+1,667
231
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4,158
+1,892
232
$80K 0.01%
46,000
233
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10,000
234
$70K 0.01%
7,102
235
$64K 0.01%
+10,775
236
$46K ﹤0.01%
311
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237
$46K ﹤0.01%
17,600
238
$45K ﹤0.01%
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239
$39K ﹤0.01%
117,371
240
$32K ﹤0.01%
1,000
241
0
242
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+10,835
243
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244
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245
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10,000
246
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250
-18,667