FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
+$22.1M
2
+$15.2M
3
+$13.9M
4
BALL icon
Ball Corp
BALL
+$13.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Top Sells

1
+$51.8M
2
+$24.2M
3
+$16M
4
AGN
Allergan plc
AGN
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$4.17M

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
26
$25.4M 1.37%
49,476
+675
27
$23.6M 1.27%
1,105,605
+37,602
28
$23.1M 1.25%
380,653
+658
29
$21.5M 1.16%
296,104
+12,732
30
$21.1M 1.14%
129,248
-81,415
31
$20.4M 1.1%
477,232
+12,394
32
$18.6M 1.01%
1,117,900
+913,000
33
$18.3M 0.99%
82,841
+9,378
34
$17.8M 0.96%
159,676
-2,235
35
$16.4M 0.89%
443,626
+192,007
36
$16.1M 0.87%
380,916
-81,432
37
$16M 0.86%
249,774
-48,587
38
$14.8M 0.8%
218,903
+206,944
39
$14.3M 0.77%
99,247
-12,504
40
$14.1M 0.76%
191,871
-4,579
41
$13.8M 0.74%
204,136
+463
42
$13.1M 0.71%
+345,706
43
$11.8M 0.64%
110,635
-42
44
$11.4M 0.61%
888,453
+707
45
$11.4M 0.61%
+623,985
46
$10.2M 0.55%
454,997
+45,468
47
$9.56M 0.52%
262,626
-60,859
48
$9.34M 0.5%
54,185
+7,119
49
$8.91M 0.48%
1,084,393
-114,237
50
$6.78M 0.37%
649,805
+12,957
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