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
$1.38B
AUM Growth
-$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.49M
3
+$7.32M
4
AGN
Allergan plc
AGN
+$4.77M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$3.83M

Top Sells

1
+$32.9M
2
+$21.3M
3
+$17.7M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$16M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.2M

Sector Composition

1 Consumer Staples 13.25%
2 Technology 12.91%
3 Healthcare 11.41%
4 Financials 11.14%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.02%
+6,394
227
$305K 0.02%
5,106
228
$301K 0.02%
10,628
-2,600
229
$300K 0.02%
4,745
+939
230
$299K 0.02%
3,741
231
$296K 0.02%
+11,663
232
$296K 0.02%
6,250
233
$295K 0.02%
1,547
-43
234
$292K 0.02%
9,864
-120
235
$290K 0.02%
8,579
+3,172
236
$288K 0.02%
3,600
-545
237
$287K 0.02%
15,945
+5,945
238
$287K 0.02%
6,671
239
$284K 0.02%
6,802
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240
$280K 0.02%
20,750
+340
241
$277K 0.02%
3,847
-1,000
242
$277K 0.02%
+7,480
243
$271K 0.02%
8,102
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244
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5,346
245
$270K 0.02%
19,280
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246
$270K 0.02%
10,480
247
$266K 0.02%
2,525
248
$265K 0.02%
10,000
249
$263K 0.02%
5,800
-215
250
$262K 0.02%
+26,208
8 9
10
11 12