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
$1.46B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.3M
3
+$19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M
5
LVS icon
Las Vegas Sands
LVS
+$14.4M

Top Sells

1
+$312M
2
+$19.5M
3
+$18M
4
UNP icon
Union Pacific
UNP
+$13.5M
5
VER
VEREIT, Inc.
VER
+$12.6M

Sector Composition

1 Consumer Staples 11.95%
2 Financials 11.86%
3 Healthcare 11.76%
4 Technology 11.35%
5 Real Estate 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$173K 0.01%
+10,140
277
$161K 0.01%
12,908
278
$153K 0.01%
25,126
279
$131K 0.01%
1,868
+29
280
$125K 0.01%
12,789
281
$112K 0.01%
1,100
282
$101K 0.01%
5,000
283
$96K 0.01%
5,000
284
$93K 0.01%
6,351
285
$80K 0.01%
+16,197
286
$66K ﹤0.01%
+2,398
287
$63K ﹤0.01%
10,000
288
$57K ﹤0.01%
85,010
+4,000
289
$38K ﹤0.01%
46,000
290
$34K ﹤0.01%
2,266
291
$31K ﹤0.01%
117,371
292
$25K ﹤0.01%
19,500
-14,500
293
$17K ﹤0.01%
1,000
294
$15K ﹤0.01%
1,200
295
– –
0
296
$6K ﹤0.01%
57
297
$3K ﹤0.01%
18,985
298
$3K ﹤0.01%
10,000
299
$1K ﹤0.01%
14,000
300
– –
-40,861
9 10 11
12
13