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
101
$1.68M 0.12%
163,243
+146,320
102
$1.65M 0.12%
15,748
-5,976
103
$1.64M 0.12%
67,722
+5,229
104
$1.64M 0.12%
14,330
+2,200
105
$1.63M 0.12%
56,686
-5,827
106
$1.62M 0.12%
70,142
+1,114
107
$1.55M 0.11%
57,002
-14,868
108
$1.52M 0.11%
20,710
+455
109
$1.51M 0.11%
10,678
+978
110
$1.47M 0.11%
41,200
+18,440
111
$1.43M 0.1%
59,008
+10,399
112
$1.42M 0.1%
+48,793
113
$1.39M 0.1%
89,360
+20,720
114
$1.34M 0.1%
127,718
-1,272
115
$1.34M 0.1%
13,203
+5,000
116
$1.31M 0.09%
24,960
117
$1.28M 0.09%
159,422
-96,961
118
$1.22M 0.09%
5,782
+1,595
119
$1.14M 0.08%
45,070
-33,199
120
$1.13M 0.08%
23,843
+15,242
121
$1.13M 0.08%
+68,307
122
$1.12M 0.08%
34,120
-1,288
123
$1.11M 0.08%
7,314
-1,308
124
$1.1M 0.08%
12,917
+17
125
$1.08M 0.08%
69,936
-14,131
3 4
5
6 7