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
51
$6.52M 0.35%
111,460
-41,420
52
$6.52M 0.35%
64,170
-25,510
53
$6.42M 0.35%
76,733
-460
54
$6.3M 0.34%
1,073,142
+47,238
55
$5.91M 0.32%
428,292
+74,320
56
$5.65M 0.31%
19
57
$5.61M 0.3%
478,921
+158,300
58
$5.59M 0.3%
351,980
+21,222
59
$5.11M 0.28%
54,400
60
$5.08M 0.27%
491,260
+7,561
61
$5.04M 0.27%
60,772
+39,133
62
$4.9M 0.26%
19,980
63
$4.88M 0.26%
70,297
-60,009
64
$4.86M 0.26%
92,180
-3,680
65
$4.8M 0.26%
67,006
-27,342
66
$4.51M 0.24%
931,440
+583,160
67
$4.48M 0.24%
476,589
+24,386
68
$4.39M 0.24%
3,354
-14
69
$4.31M 0.23%
333,832
-6,669
70
$4.24M 0.23%
46,314
+23,444
71
$4.21M 0.23%
315,925
+27,301
72
$4.11M 0.22%
7,006
-724
73
$3.84M 0.21%
32,892
-16,233
74
$3.8M 0.21%
99,188
+3,754
75
$3.71M 0.2%
208,596
+11,933
1 2
3
4 5