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
101
$2.44M 0.13%
682,074
+630,146
102
$2.38M 0.13%
+23,000
103
$2.34M 0.13%
229,519
+9,884
104
$2.31M 0.12%
127,806
+58,955
105
$2.28M 0.12%
35,993
+14,856
106
$2.27M 0.12%
85,157
+5,502
107
$2.25M 0.12%
36,013
+244
108
$2.23M 0.12%
195,094
+18,061
109
$2.19M 0.12%
94,223
-5,939
110
$2.17M 0.12%
157,700
+46,482
111
$2.1M 0.11%
+45,521
112
$2.05M 0.11%
7,635
+2,531
113
$2.05M 0.11%
64,558
+7,258
114
$2.03M 0.11%
6,893
+412
115
$2.03M 0.11%
90,000
-50,034
116
$2.01M 0.11%
+41,500
117
$1.98M 0.11%
17,500
+9,500
118
$1.97M 0.11%
23,980
+3,678
119
$1.97M 0.11%
97,410
-2,767
120
$1.92M 0.1%
31,369
+887
121
$1.83M 0.1%
19,892
-143
122
$1.83M 0.1%
26,212
123
$1.81M 0.1%
47,904
+9,862
124
$1.79M 0.1%
87,481
+5,366
125
$1.74M 0.09%
17,245
-285
3 4
5
6 7