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
$1.79B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.5M
3
+$14.8M
4
VER
VEREIT, Inc.
VER
+$13.7M
5
BN icon
Brookfield
BN
+$13.2M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$19.1M
4
AGN
Allergan plc
AGN
+$18.8M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Sector Composition

1 Communication Services 14.36%
2 Technology 11.66%
3 Consumer Staples 11.35%
4 Financials 11.17%
5 Real Estate 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$266K 0.01%
6,033
+13
277
$265K 0.01%
3,423
-383
278
$259K 0.01%
2,351
+425
279
$257K 0.01%
8,102
280
$251K 0.01%
2,936
-14,016
281
$250K 0.01%
1,040
+63
282
$248K 0.01%
1,634
-500
283
$246K 0.01%
3,954
-31
284
$238K 0.01%
5,112
-507
285
$238K 0.01%
+1,244
286
$235K 0.01%
2,474
-685
287
$234K 0.01%
+1,025
288
$234K 0.01%
1,682
-418
289
$232K 0.01%
1,650
-20
290
$225K 0.01%
5,783
291
$224K 0.01%
2,860
+254
292
$222K 0.01%
4,427
+28
293
$219K 0.01%
+8,820
294
$210K 0.01%
+3,020
295
$209K 0.01%
5,014
-170
296
$209K 0.01%
4,146
-1,147
297
$206K 0.01%
+15,834
298
$200K 0.01%
+4,558
299
$180K 0.01%
12,908
300
$168K 0.01%
25,000
10 11
12
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