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
101
$1.57M 0.11%
24,142
-272,878
102
$1.54M 0.11%
69,028
+6,812
103
$1.53M 0.11%
30,114
104
$1.51M 0.11%
39,500
+1,140
105
$1.47M 0.11%
62,493
-60,903
106
$1.47M 0.11%
20,255
-1,466
107
$1.38M 0.1%
12,130
+422
108
$1.36M 0.1%
10,194
-487
109
$1.33M 0.1%
123,335
+6,825
110
$1.33M 0.1%
128,990
-384,125
111
$1.29M 0.09%
8,622
+1,419
112
$1.29M 0.09%
10,237
-4,931
113
$1.27M 0.09%
24,960
114
$1.25M 0.09%
9,700
+60
115
$1.25M 0.09%
16,890
+2,721
116
$1.23M 0.09%
8,079
-160
117
$1.22M 0.09%
84,067
-2,581
118
$1.15M 0.08%
35,408
+2,377
119
$1.11M 0.08%
48,609
+5,659
120
$1.06M 0.08%
+68,640
121
$1.05M 0.08%
12,900
122
$1.05M 0.08%
40,916
123
$1.04M 0.08%
48,580
124
$985K 0.07%
31,529
125
$977K 0.07%
15,918
-347,162
3 4
5
6 7