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
$1.85B
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.5M
3
+$14M
4
SLB icon
SLB Ltd
SLB
+$13.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.1M

Top Sells

1
+$51.8M
2
+$23.9M
3
+$16.4M
4
AGN
Allergan plc
AGN
+$14.6M
5
LVS icon
Las Vegas Sands
LVS
+$4M

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
326
$33K ﹤0.01%
117,371
327
$19K ﹤0.01%
18,985
328
$16K ﹤0.01%
2,266
329
– –
0
330
– –
-3,000
331
– –
-1,500
332
– –
-10,347
333
– –
-10,770
334
– –
-2,764
335
– –
-5,000
336
– –
-6,560
337
– –
-2,573
338
– –
-3,077
339
– –
-6,571
340
– –
-4,302
341
– –
-12,688
342
– –
-2,000
343
– –
-17,909
344
– –
-20,089
345
– –
-5,000
346
– –
-53,400
347
– –
-972,291
10 11 12 13
14