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
$1.38B
AUM Growth
-$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.49M
3
+$7.32M
4
AGN
Allergan plc
AGN
+$4.77M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$3.83M

Top Sells

1
+$32.9M
2
+$21.3M
3
+$17.7M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$16M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.2M

Sector Composition

1 Consumer Staples 13.25%
2 Technology 12.91%
3 Healthcare 11.41%
4 Financials 11.14%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.27%
298,184
+3,498
27
$17.4M 1.27%
365,637
+10,030
28
$17.4M 1.26%
918,222
+172,276
29
$16.3M 1.18%
318,239
+16,561
30
$15.9M 1.16%
160,227
+7,991
31
$15.2M 1.11%
289,403
-2,873
32
$14.7M 1.07%
661,020
+75,491
33
$14.5M 1.05%
293,596
+16,796
34
$13.4M 0.98%
131,015
-220
35
$13.4M 0.97%
85,403
+761
36
$12.1M 0.88%
884,547
+41,091
37
$10.8M 0.78%
122,580
-10,613
38
$10.4M 0.75%
594,384
-120,885
39
$10.1M 0.74%
147,940
+9,421
40
$9.84M 0.71%
353,074
-32,773
41
$9.81M 0.71%
1,035,742
-26,997
42
$9.42M 0.68%
920,683
+41,900
43
$9.41M 0.68%
1,190,083
+65,009
44
$9.33M 0.68%
1,066,230
+72,436
45
$9.23M 0.67%
100,438
+32,955
46
$9.01M 0.65%
536,178
-135,161
47
$8.87M 0.64%
325,564
+50,688
48
$8.85M 0.64%
148,247
+2,499
49
$8.47M 0.62%
369,067
-78,742
50
$7.04M 0.51%
270,232
-57,911
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