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
$1.39B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.88M
3
+$3.82M
4
AGN.PRA
Allergan plc
AGN.PRA
+$3.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M

Top Sells

1
+$16.7M
2
+$16.3M
3
+$14.3M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$6.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.69M

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
26
$18.7M 1.34%
142,102
-1,724
27
$17.9M 1.29%
349,564
-16,073
28
$17.5M 1.25%
402,033
+32,207
29
$17M 1.22%
117,386
-3,609
30
$16.1M 1.16%
300,631
-17,608
31
$15.4M 1.11%
657,181
-3,839
32
$15.3M 1.1%
156,538
-3,689
33
$14.9M 1.07%
286,798
-2,605
34
$13.3M 0.95%
128,187
+5,607
35
$12.6M 0.9%
281,469
-12,127
36
$12.4M 0.89%
83,332
-2,071
37
$11.6M 0.83%
153,483
+5,543
38
$11.4M 0.82%
596,428
+2,044
39
$10.8M 0.77%
107,570
-23,445
40
$10.4M 0.75%
1,292,749
+102,666
41
$9.83M 0.71%
1,068,122
+1,892
42
$9.76M 0.7%
531,712
-4,466
43
$9.36M 0.67%
346,137
-6,937
44
$9.09M 0.65%
960,983
+40,300
45
$8.94M 0.64%
920,106
-115,636
46
$8.64M 0.62%
103,541
+3,103
47
$8.5M 0.61%
148,823
+576
48
$7.94M 0.57%
326,568
-42,499
49
$7.44M 0.53%
311,448
-14,116
50
$6.26M 0.45%
274,547
+4,440
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