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
301
$211K 0.01%
1,341
-372
302
$211K 0.01%
+5,619
303
$207K 0.01%
9,641
304
$207K 0.01%
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305
$204K 0.01%
+3,790
306
$201K 0.01%
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307
$201K 0.01%
25,000
308
$200K 0.01%
+2,355
309
$193K 0.01%
13,165
310
$180K 0.01%
12,908
311
$157K 0.01%
13,805
-8,622
312
$145K 0.01%
+11,228
313
$144K 0.01%
25,126
314
$116K 0.01%
+12,000
315
$110K 0.01%
12,568
316
$91K ﹤0.01%
10,000
317
$87K ﹤0.01%
16,528
318
$73K ﹤0.01%
2,940
319
$73K ﹤0.01%
5,000
320
$64K ﹤0.01%
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321
$54K ﹤0.01%
2,667
322
$52K ﹤0.01%
500
323
$42K ﹤0.01%
1,553
324
$41K ﹤0.01%
1,200
325
$34K ﹤0.01%
19,000
10 11 12
13
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