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
276
$164K 0.01%
+2,417
277
$151K 0.01%
12,884
-53,644
278
$148K 0.01%
+13,990
279
$140K 0.01%
1,667
-201
280
$126K 0.01%
12,789
281
$121K 0.01%
25,126
282
$111K 0.01%
1,100
283
$101K 0.01%
+11,613
284
$95K 0.01%
6,351
285
$82K 0.01%
16,197
286
$75K 0.01%
5,000
287
$72K 0.01%
10,000
288
$59K ﹤0.01%
303
-545
289
$43K ﹤0.01%
46,000
290
$36K ﹤0.01%
2,266
291
$30K ﹤0.01%
+22,000
292
$27K ﹤0.01%
+49,680
293
$26K ﹤0.01%
117,371
294
$18K ﹤0.01%
1,000
295
$13K ﹤0.01%
+1,270
296
– –
0
297
$5K ﹤0.01%
57
298
$2K ﹤0.01%
18,985
299
$2K ﹤0.01%
10,000
300
$1K ﹤0.01%
14,000
10 11
12
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