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
101
$2.29M 0.13%
73,043
+25,496
102
$2.21M 0.12%
32,739
-3,254
103
$2.18M 0.12%
18,706
-14,186
104
$2.18M 0.12%
30,352
-39,945
105
$2.17M 0.12%
191,921
-3,173
106
$2.14M 0.12%
95,048
+825
107
$2.12M 0.12%
28,037
-32,735
108
$2.05M 0.11%
84,690
-467
109
$2.03M 0.11%
6,198
-695
110
$1.99M 0.11%
22,622
+14,564
111
$1.98M 0.11%
+125,813
112
$1.97M 0.11%
7,404
-231
113
$1.95M 0.11%
48,000
114
$1.91M 0.11%
147,093
-10,607
115
$1.84M 0.1%
26,212
116
$1.82M 0.1%
28,700
-12,800
117
$1.79M 0.1%
88,949
-8,461
118
$1.73M 0.1%
128,871
+29,332
119
$1.72M 0.1%
21,723
+1,831
120
$1.65M 0.09%
79,453
+1,051
121
$1.65M 0.09%
21,920
-2,060
122
$1.63M 0.09%
8,954
-8,300
123
$1.63M 0.09%
1,266
-32
124
$1.59M 0.09%
+64,000
125
$1.51M 0.08%
26,025
+1,729
3 4
5
6 7