FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 +$3.73M
3 +$3.71M
4
AGN.PRA
Allergan plc
AGN.PRA
+$3.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.67M

Top Sells

1 +$16.5M
2 +$15.5M
3 +$13.7M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$6.35M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.81M

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
301
-3,980
302
-11,650
303
-10,000
304
-1,547
305
0
306
-2,828
307
-12,884
308
-4,629
309
-19,280
310
-15,577
311
-21,705
312
-3,755
313
-3,303
314
-2,417
315
-15,945
316
-1,100
317
-12,315
318
-303
319
-7,800
320
-9,860
321
-22,000
322
-5,856
323
-5,200
324
-16,197
325
-11,066