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
$1.39B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.88M
3
+$3.82M
4
AGN.PRA
Allergan plc
AGN.PRA
+$3.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M

Top Sells

1
+$16.7M
2
+$16.3M
3
+$14.3M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$6.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.69M

Sector Composition

1 Healthcare 13.61%
2 Consumer Staples 13.06%
3 Financials 10.95%
4 Technology 10.87%
5 Real Estate 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.03%
4,133
-1,061
227
$359K 0.03%
3,015
-91
228
$351K 0.03%
10,776
+912
229
$349K 0.03%
12,952
+1,000
230
$343K 0.02%
2,676
231
$330K 0.02%
11,273
-3,946
232
$328K 0.02%
2,962
-260
233
$325K 0.02%
3,900
-3,300
234
$321K 0.02%
4,338
-19,804
235
$320K 0.02%
13,317
-6,100
236
$318K 0.02%
3,792
+192
237
$317K 0.02%
7,223
238
$317K 0.02%
2,329
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239
$314K 0.02%
10,628
240
$312K 0.02%
5,106
241
$306K 0.02%
+3,211
242
$302K 0.02%
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243
$302K 0.02%
6,671
244
$291K 0.02%
5,217
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245
$286K 0.02%
+2,540
246
$279K 0.02%
8,102
247
$272K 0.02%
4,211
-4,405
248
$271K 0.02%
2,525
249
$271K 0.02%
5,346
250
$270K 0.02%
10,480
8 9
10
11 12