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
51
$5.95M 0.33%
1,068,342
-4,800
52
$5.51M 0.31%
470,137
-8,784
53
$5.26M 0.29%
51,845
-12,325
54
$5.13M 0.29%
17,376
-1,703
55
$5.09M 0.28%
28,571
+19,566
56
$4.9M 0.27%
20,245
+265
57
$4.9M 0.27%
64,942
-2,064
58
$4.86M 0.27%
322,389
-29,591
59
$4.79M 0.27%
16
-3
60
$4.77M 0.27%
476,444
-14,816
61
$4.76M 0.27%
63,781
-12,952
62
$4.68M 0.26%
809,240
-122,200
63
$4.35M 0.24%
46,006
-308
64
$4.33M 0.24%
327,095
-6,737
65
$4.28M 0.24%
+115,500
66
$4.26M 0.24%
3,306
-48
67
$4M 0.22%
459,756
-16,833
68
$3.98M 0.22%
92,807
-6,381
69
$3.88M 0.22%
451,810
+55,719
70
$3.86M 0.22%
88,807
+25,328
71
$3.76M 0.21%
134,205
+103,091
72
$3.7M 0.21%
292,192
-23,733
73
$3.63M 0.2%
70,080
-22,100
74
$3.45M 0.19%
598,586
-8,532
75
$3.45M 0.19%
22,372