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
251
$259K 0.02%
+3,755
252
$257K 0.02%
+8,601
253
$255K 0.02%
2,082
+227
254
$251K 0.02%
4,210
-300
255
$248K 0.02%
17,881
256
$246K 0.02%
12,315
-1,851
257
$245K 0.02%
+2,828
258
$239K 0.02%
1,096
259
$236K 0.02%
+5,100
260
$235K 0.02%
5,833
-1,430
261
$233K 0.02%
17,210
+923
262
$233K 0.02%
+2,996
263
$228K 0.02%
+5,200
264
$226K 0.02%
+5,579
265
$224K 0.02%
3,303
+169
266
$219K 0.02%
+6,000
267
$218K 0.02%
27,071
268
$206K 0.02%
+3,096
269
$206K 0.02%
+7,800
270
$202K 0.01%
+3,286
271
$202K 0.01%
9,860
+4,860
272
$195K 0.01%
10,740
+600
273
$176K 0.01%
14,620
+620
274
$167K 0.01%
+16,923
275
$166K 0.01%
12,908
9 10
11
12 13