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
$1.53B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$8.34M
4
AGN
Allergan plc
AGN
+$7.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.08M

Top Sells

1
+$13.3M
2
+$8.59M
3
+$4.49M
4
BOI
Brookfield Mtge Opportunity Fd
BOI
+$2.66M
5
BIIB icon
Biogen
BIIB
+$2.58M

Sector Composition

1 Financials 12.98%
2 Healthcare 12.92%
3 Consumer Staples 10.73%
4 Technology 9.96%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.99M 0.52%
325,497
+25,224
52
$7.89M 0.52%
789,100
-15,352
53
$6.65M 0.44%
+115,096
54
$6.11M 0.4%
621,221
+41,398
55
$5.84M 0.38%
54,068
+51,709
56
$5.65M 0.37%
62,556
+8,404
57
$5.64M 0.37%
7,403
+1,347
58
$5.42M 0.35%
417,635
+8,962
59
$5.35M 0.35%
259,148
+26,015
60
$5.28M 0.35%
33,298
-83,623
61
$5.16M 0.34%
59,664
-92
62
$5.11M 0.33%
354,539
+9,980
63
$4.88M 0.32%
59,133
+29,513
64
$4.68M 0.31%
341,006
-11,313
65
$4.61M 0.3%
95,255
+71,239
66
$4.47M 0.29%
107,911
+19,173
67
$4.43M 0.29%
309,566
-4,242
68
$4.4M 0.29%
290,193
-9,050
69
$4.15M 0.27%
300,227
+100,873
70
$4.15M 0.27%
17
71
$4.07M 0.27%
19,841
72
$4.07M 0.27%
47,020
+15,001
73
$4M 0.26%
276,557
-26,533
74
$3.96M 0.26%
254,303
-36,886
75
$3.75M 0.25%
32,568
+15,079
1 2
3
4 5