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
$1.39B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.88M
3
+$3.82M
4
AGN.PRA
Allergan plc
AGN.PRA
+$3.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M

Top Sells

1
+$16.7M
2
+$16.3M
3
+$14.3M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$6.4M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$201K 0.01%
13,965
-25
277
$201K 0.01%
+10,352
278
$192K 0.01%
+25,000
279
$167K 0.01%
12,908
280
$132K 0.01%
25,126
281
$118K 0.01%
11,540
-1,249
282
$92K 0.01%
6,351
283
$82K 0.01%
117,371
284
$75K 0.01%
+11,819
285
$73K 0.01%
5,000
286
$64K ﹤0.01%
46,000
287
$51K ﹤0.01%
2,266
288
$15K ﹤0.01%
1,000
289
$5K ﹤0.01%
57
290
$1K ﹤0.01%
18,985
291
$1K ﹤0.01%
10,000
292
$1K ﹤0.01%
14,000
293
– –
-5,856
294
– –
-5,200
295
– –
-12,884
296
– –
-4,629
297
– –
-19,280
298
– –
-4,586
299
– –
-15,918
300
– –
-6,802
10 11
12
13 14