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
26
$24.4M 1.36%
377,020
+158,117
27
$23.7M 1.32%
174,658
-433
28
$23.1M 1.29%
1,404,619
+286,719
29
$21.7M 1.21%
545,481
+199,775
30
$21.5M 1.2%
328,516
+32,412
31
$20.7M 1.16%
188,687
+29,011
32
$20.5M 1.14%
+368,824
33
$20.3M 1.13%
485,566
+8,334
34
$19.5M 1.09%
583,510
+139,884
35
$17.7M 0.99%
85,464
+2,623
36
$14.2M 0.79%
681,240
+631,028
37
$14.1M 0.79%
254,511
+4,737
38
$13.2M 0.74%
202,929
+11,058
39
$13M 0.72%
196,101
-8,035
40
$12.1M 0.67%
109,626
-1,009
41
$11.3M 0.63%
269,540
-111,376
42
$11.1M 0.62%
86,514
-12,733
43
$11M 0.61%
956,650
+68,197
44
$10.1M 0.56%
440,113
-14,884
45
$8.5M 0.47%
1,071,017
-13,376
46
$7.98M 0.45%
110,220
-1,240
47
$7.75M 0.43%
42,254
-11,931
48
$6.74M 0.38%
645,885
-3,920
49
$6.74M 0.38%
25,595
-76,788
50
$6.2M 0.35%
426,444
-1,848
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