FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+4.19%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$1.39B
AUM Growth
+$16.3M
(+1.2%)
Cap. Flow
-$36.2M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
339
New
39
Increased
98
Reduced
107
Closed
46
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$20.5M |
| 2 |
Nuveen AMT-Free Municipal Credit Income Fund
NVG
|
$3.88M |
| 3 |
Nuveen Municipal Credit Income Fund
NZF
|
$3.82M |
| 4 |
AGN.PRA
Allergan plc.
AGN.PRA
|
$3.03M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.7M |
Top Sells
| 1 |
Rexford Industrial Realty
REXR
|
$16.7M |
| 2 |
Microsoft
MSFT
|
$16.3M |
| 3 |
Mondelez International
MDLZ
|
$14.3M |
| 4 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
$6.4M |
| 5 |
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% |
