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
351
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-13,500
352
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-9,641
353
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-55,846
354
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-8,956
355
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-1,754
356
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-17,245
357
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-623,985
358
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-48,424
359
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-3,398
360
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-2,644
361
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-32,693
362
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-45,521
363
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-262,626
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