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
126
$965K 0.07%
31,510
127
$929K 0.07%
16,269
+659
128
$897K 0.07%
12,419
-250
129
$887K 0.06%
56,261
+12,706
130
$878K 0.06%
29,691
-7,362
131
$867K 0.06%
5,500
+280
132
$865K 0.06%
4,187
-845
133
$838K 0.06%
87,616
+139
134
$827K 0.06%
8,203
135
$801K 0.06%
45,450
136
$799K 0.06%
15,950
137
$799K 0.06%
16,370
138
$797K 0.06%
32,350
139
$788K 0.06%
21,493
140
$775K 0.06%
3,500
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141
$748K 0.05%
2,711
142
$715K 0.05%
4,396
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143
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12,019
-245
144
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12,980
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145
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9,329
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146
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13,591
-1,857
147
$687K 0.05%
9,546
-281
148
$677K 0.05%
4,856
-296
149
$677K 0.05%
31,461
-2,666
150
$676K 0.05%
22,760
+1,480
4 5
6
7 8