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
76
$3.43M 0.19%
302,757
-15,091
77
$3.39M 0.19%
65,064
+26,294
78
$3.38M 0.19%
208,089
-507
79
$3.28M 0.18%
82,866
+27
80
$3.24M 0.18%
53,552
-4,561
81
$3.11M 0.17%
121,838
-7,330
82
$3.04M 0.17%
181,168
-4,907
83
$3.02M 0.17%
95,831
+31,273
84
$2.97M 0.17%
17,645
-111,603
85
$2.96M 0.17%
226,838
-3,199
86
$2.86M 0.16%
134,180
+10,421
87
$2.86M 0.16%
22,890
88
$2.8M 0.16%
51,443
-15,607
89
$2.78M 0.16%
298,363
+68,844
90
$2.67M 0.15%
23,382
+705
91
$2.66M 0.15%
12,416
+1,020
92
$2.66M 0.15%
226,090
+34,990
93
$2.57M 0.14%
196,158
-5,564
94
$2.56M 0.14%
48,984
-265
95
$2.52M 0.14%
70,096
+2,349
96
$2.49M 0.14%
92,471
+8,412
97
$2.42M 0.13%
128,146
+340
98
$2.41M 0.13%
36,283
+270
99
$2.4M 0.13%
126,603
+39,122
100
$2.31M 0.13%
26,400
-28,000
2 3
4
5 6