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
$1.79B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.5M
3
+$14.8M
4
VER
VEREIT, Inc.
VER
+$13.7M
5
BN icon
Brookfield
BN
+$13.2M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$19.1M
4
AGN
Allergan plc
AGN
+$18.8M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Sector Composition

1 Communication Services 14.36%
2 Technology 11.66%
3 Consumer Staples 11.35%
4 Financials 11.17%
5 Real Estate 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$339K 0.02%
25,440
+12,275
252
$330K 0.02%
2,122
+21
253
$327K 0.02%
1,952
-235
254
$324K 0.02%
10,381
+55
255
$324K 0.02%
3,527
256
$321K 0.02%
6,306
+247
257
$318K 0.02%
+8,678
258
$310K 0.02%
6,426
+589
259
$309K 0.02%
5,552
-2,322
260
$308K 0.02%
15,170
-60
261
$303K 0.02%
10,752
262
$300K 0.02%
4,180
+21
263
$300K 0.02%
5,139
+38
264
$298K 0.02%
3,850
-1,480
265
$297K 0.02%
2,360
-502
266
$295K 0.02%
6,021
267
$295K 0.02%
+6,000
268
$294K 0.02%
1,541
+290
269
$292K 0.02%
2,431
-450
270
$290K 0.02%
1,314
+5
271
$276K 0.02%
28,245
+165
272
$273K 0.02%
23,979
273
$272K 0.02%
+1,082
274
$269K 0.02%
4,137
+489
275
$267K 0.01%
1,812
+471
9 10
11
12 13