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
251
$359K 0.02%
8,431
-644
252
$358K 0.02%
2,881
253
$357K 0.02%
2,937
+124
254
$354K 0.02%
12,468
-1,956
255
$354K 0.02%
2,862
-3,034
256
$354K 0.02%
30,346
257
$352K 0.02%
10,326
-1,452
258
$351K 0.02%
2,607
259
$346K 0.02%
5,422
-8,508
260
$346K 0.02%
5,699
-41
261
$343K 0.02%
25,092
262
$336K 0.02%
5,039
+37
263
$333K 0.02%
+2,918
264
$329K 0.02%
2,101
265
$328K 0.02%
6,021
+390
266
$325K 0.02%
+2,134
267
$322K 0.02%
12,163
+2,018
268
$320K 0.02%
3,806
+78
269
$320K 0.02%
5,401
-275
270
$318K 0.02%
10,752
271
$315K 0.02%
3,527
272
$314K 0.02%
4,159
-895
273
$311K 0.02%
3,159
274
$310K 0.02%
3,985
275
$308K 0.02%
6,059
+33
9 10
11
12 13