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
51
$6.83M 0.5%
33,247
-18,936
52
$6.04M 0.44%
129,322
-49,742
53
$5.83M 0.42%
270,107
+1,072
54
$5.76M 0.42%
615,429
+55,434
55
$5.63M 0.41%
279,611
+6,822
56
$5.45M 0.4%
20,931
+5,847
57
$5.37M 0.39%
100,285
+30,956
58
$4.87M 0.35%
389,296
+51,990
59
$4.77M 0.35%
+17,806
60
$4.48M 0.33%
21
61
$4.44M 0.32%
336,744
+39,006
62
$4.31M 0.31%
329,704
+111,410
63
$4.24M 0.31%
91,405
-1,405
64
$4.14M 0.3%
280,478
+55,565
65
$4.08M 0.3%
71,350
-266,440
66
$4.07M 0.3%
49,871
-196,439
67
$4.02M 0.29%
254,468
+66,456
68
$3.83M 0.28%
+285,691
69
$3.81M 0.28%
285,641
+57,532
70
$3.74M 0.27%
19,841
-4,223
71
$3.63M 0.26%
43,364
-103,527
72
$3.51M 0.26%
37,607
-7,695
73
$3.33M 0.24%
126,894
+1,508
74
$3.14M 0.23%
285,970
+1,900
75
$2.81M 0.2%
128,490
+53,560
1 2
3
4 5