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
$1.85B
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.2M
3
+$13.9M
4
BALL icon
Ball Corp
BALL
+$13.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Top Sells

1
+$51.8M
2
+$24.2M
3
+$16M
4
AGN
Allergan plc
AGN
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$4.17M

Sector Composition

1 Communication Services 14.55%
2 Financials 11.25%
3 Technology 11.1%
4 Real Estate 10.56%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$296K 0.02%
3,686
-445
277
$286K 0.02%
28,080
+150
278
$285K 0.02%
6,020
279
$285K 0.02%
2,100
+39
280
$284K 0.02%
5,293
281
$281K 0.02%
1,937
+8
282
$280K 0.02%
15,230
+60
283
$278K 0.02%
23,979
284
$275K 0.01%
+5,837
285
$273K 0.01%
3,558
+228
286
$273K 0.01%
1,754
+84
287
$270K 0.01%
10,566
288
$266K 0.01%
1,309
289
$260K 0.01%
1,670
-254
290
$250K 0.01%
1,110
+54
291
$247K 0.01%
5,184
+603
292
$246K 0.01%
8,102
293
$244K 0.01%
+977
294
$243K 0.01%
4,399
+1
295
$240K 0.01%
9,511
+63
296
$236K 0.01%
3,648
297
$234K 0.01%
+1,251
298
$232K 0.01%
1,926
+173
299
$227K 0.01%
5,783
300
$219K 0.01%
+2,644
10 11
12
13 14