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FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
326
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-22,000
327
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-5,200
328
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-16,197
329
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-11,066
330
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-7,480
331
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-1,270
332
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-49,680
333
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-36,777
334
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-36,691
335
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-38,417
336
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-39,682
337
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-10,000
338
– –
-11,613
339
– –
-29,501
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