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
76
$3.03M 0.22%
+3,638
77
$2.97M 0.21%
121,857
+16,989
78
$2.8M 0.2%
27,026
+186
79
$2.7M 0.19%
21,819
+283
80
$2.63M 0.19%
29,072
-8,535
81
$2.62M 0.19%
29,564
-13,800
82
$2.62M 0.19%
54,962
-74,360
83
$2.51M 0.18%
27,681
+4,166
84
$2.46M 0.18%
91,053
-4,524
85
$2.43M 0.17%
71,164
-19,104
86
$2.41M 0.17%
24,458
87
$2.38M 0.17%
32,296
+1,546
88
$2.35M 0.17%
254,152
-51,706
89
$2.28M 0.16%
165,960
+6,696
90
$2.23M 0.16%
21,043
-175
91
$2.09M 0.15%
19,146
+137
92
$2.06M 0.15%
64,619
+4,735
93
$1.99M 0.14%
+157,337
94
$1.87M 0.13%
22,074
+541
95
$1.86M 0.13%
138,489
+15,154
96
$1.84M 0.13%
+304,550
97
$1.82M 0.13%
213,374
+186,303
98
$1.81M 0.13%
51,500
+12,000
99
$1.75M 0.13%
47,786
-951
100
$1.7M 0.12%
+114,482
2 3
4
5 6