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
51
$6.13M 0.44%
283,015
+3,404
52
$6.11M 0.44%
609,251
-6,178
53
$6.06M 0.44%
430,255
-454,292
54
$5.94M 0.43%
455,925
+66,629
55
$5.71M 0.41%
113,583
+13,298
56
$4.73M 0.34%
351,792
+15,048
57
$4.65M 0.33%
280,744
+26,276
58
$4.63M 0.33%
19,125
-1,806
59
$4.52M 0.32%
343,450
+13,746
60
$4.48M 0.32%
275,779
+238,371
61
$4.48M 0.32%
293,651
+13,173
62
$4.43M 0.32%
278,037
+240,218
63
$4.24M 0.3%
303,637
+17,946
64
$4.12M 0.3%
19
-2
65
$4.12M 0.3%
90,770
-635
66
$4.09M 0.29%
43,635
+21,011
67
$4.08M 0.29%
302,151
+16,510
68
$3.97M 0.29%
144,089
-126,143
69
$3.81M 0.27%
19,841
70
$3.81M 0.27%
18,196
-15,051
71
$3.47M 0.25%
138,964
+12,070
72
$3.42M 0.25%
169,229
+40,739
73
$3.23M 0.23%
38,118
-11,753
74
$3.15M 0.23%
281,400
-4,570
75
$3.06M 0.22%
74,855
-32,496
1 2
3
4 5