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
301
$154K 0.01%
25,126
302
$146K 0.01%
11,628
+400
303
$144K 0.01%
+10,633
304
$140K 0.01%
15,600
+3,600
305
$139K 0.01%
12,705
-1,100
306
$120K 0.01%
12,568
307
$90K 0.01%
10,000
308
$88K ﹤0.01%
+2,400
309
$75K ﹤0.01%
16,528
310
$72K ﹤0.01%
5,733
+733
311
$70K ﹤0.01%
2,940
312
$66K ﹤0.01%
455
313
$45K ﹤0.01%
117,371
314
$43K ﹤0.01%
1,553
315
$40K ﹤0.01%
500
316
$38K ﹤0.01%
1,200
317
$38K ﹤0.01%
+12,700
318
$25K ﹤0.01%
19,000
319
$19K ﹤0.01%
2,667
320
$10K ﹤0.01%
2,266
321
$6K ﹤0.01%
1,000
-47,917
322
– –
-6,616
323
– –
-3,790
324
– –
-125,390
325
– –
-5,200
11 12
13
14 15