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
76
$2.75M 0.2%
305,858
-99,568
77
$2.68M 0.19%
107,351
-30,908
78
$2.64M 0.19%
90,268
+2,735
79
$2.61M 0.19%
21,536
-353
80
$2.47M 0.18%
95,577
-13,395
81
$2.45M 0.18%
24,458
-723
82
$2.44M 0.18%
26,840
+9,200
83
$2.41M 0.18%
104,868
-196,430
84
$2.19M 0.16%
78,269
+33,879
85
$2.17M 0.16%
21,218
+57
86
$2.13M 0.15%
159,264
+4,617
87
$2.07M 0.15%
21,724
+1,308
88
$2.06M 0.15%
256,383
-448
89
$2.03M 0.15%
71,870
+57,393
90
$2M 0.15%
23,515
+5,106
91
$1.99M 0.14%
19,009
+86
92
$1.96M 0.14%
30,750
+1,743
93
$1.89M 0.14%
22,624
-139
94
$1.89M 0.14%
59,884
+993
95
$1.88M 0.14%
48,737
+821
96
$1.86M 0.14%
69,942
-38,835
97
$1.78M 0.13%
62,513
+3,844
98
$1.77M 0.13%
21,533
+937
99
$1.68M 0.12%
120,963
-55,578
100
$1.57M 0.11%
12,350
-94,822
2 3
4
5 6