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
76
$3.69M 0.2%
607,118
+29,990
77
$3.68M 0.2%
317,848
-63,235
78
$3.66M 0.2%
190,790
+117,450
79
$3.55M 0.19%
58,113
+10,680
80
$3.49M 0.19%
82,839
+20
81
$3.46M 0.19%
22,372
82
$3.38M 0.18%
186,075
+23,044
83
$3.37M 0.18%
129,168
+6,983
84
$3.22M 0.17%
125,390
-48,590
85
$3.19M 0.17%
396,091
+103,574
86
$3M 0.16%
230,037
+24,978
87
$2.99M 0.16%
22,890
+300
88
$2.95M 0.16%
67,050
+870
89
$2.91M 0.16%
63,479
+12,231
90
$2.91M 0.16%
17,254
-4,191
91
$2.89M 0.16%
+80,000
92
$2.84M 0.15%
22,677
+700
93
$2.83M 0.15%
201,722
+29,503
94
$2.77M 0.15%
123,759
+30,502
95
$2.64M 0.14%
191,100
+176,488
96
$2.62M 0.14%
25,127
-54
97
$2.53M 0.14%
49,249
+34
98
$2.51M 0.14%
11,396
-318
99
$2.51M 0.14%
67,747
+3,029
100
$2.47M 0.13%
84,059
+25,220
2 3
4
5 6