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
251
$269K 0.02%
4,210
252
$262K 0.02%
2,607
-2,300
253
$261K 0.02%
2,723
-264
254
$261K 0.02%
17,881
255
$254K 0.02%
+8,067
256
$243K 0.02%
19,325
-1,425
257
$238K 0.02%
17,965
+755
258
$233K 0.02%
14,000
-620
259
$233K 0.02%
+20,000
260
$231K 0.02%
4,800
-1,000
261
$230K 0.02%
+3,846
262
$230K 0.02%
+16,744
263
$224K 0.02%
+1,816
264
$220K 0.02%
+4,074
265
$219K 0.02%
+13,165
266
$217K 0.02%
3,096
267
$216K 0.02%
5,425
-1,752
268
$215K 0.02%
2,943
-5,069
269
$212K 0.02%
+5,480
270
$207K 0.01%
+1,495
271
$207K 0.01%
3,746
+460
272
$207K 0.01%
6,000
273
$203K 0.01%
+4,000
274
$202K 0.01%
+2,722
275
$202K 0.01%
11,340
+600
9 10
11
12 13