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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
$1.79B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$19.9M
3
+$16.2M
4
VER
VEREIT, Inc.
VER
+$14M
5
BN icon
Brookfield
BN
+$13.7M

Top Sells

1
+$24M
2
+$21.6M
3
+$21M
4
AGN
Allergan plc
AGN
+$18.7M
5
SCHV
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
– –
-10,566
352
– –
-262,626
353
– –
-25,127
354
– –
-125,390
355
– –
-13,500
356
– –
-10,000
357
– –
-44,689
358
– –
-43,609
359
– –
-26,048
360
– –
-3,398
361
– –
-2,644
362
– –
-32,693
363
– –
-45,521
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