FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.2M
3
+$13.9M
4
BALL icon
Ball Corp
BALL
+$13.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Top Sells

1
+$51.8M
2
+$24.2M
3
+$16M
4
AGN
Allergan plc
AGN
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$4.17M

Sector Composition

1 Communication Services 14.55%
2 Financials 11.25%
3 Technology 11.1%
4 Real Estate 10.56%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$504K 0.03%
7,172
+261
227
$487K 0.03%
43,609
+344
228
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36,851
229
$482K 0.03%
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230
$468K 0.03%
8,526
-2,957
231
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-47
232
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3,398
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233
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6,107
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234
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5,330
235
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2,187
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236
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237
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2,295
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238
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239
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9,595
-6,148
240
$423K 0.02%
4,180
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241
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242
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+7,874
243
$397K 0.02%
29,063
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244
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48,917
-10,578
245
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10,658
246
$383K 0.02%
16,175
247
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3,168
-4,074
248
$364K 0.02%
53,947
+9,850
249
$362K 0.02%
5,101
+38
250
$360K 0.02%
+8,789
8 9
10
11 12