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
126
$1.07M 0.08%
30,115
+1
127
$1.05M 0.08%
34,029
+2,500
128
$1.05M 0.08%
+21,016
129
$1.04M 0.07%
7,980
-4,370
130
$1M 0.07%
8,350
-1,887
131
$1M 0.07%
72,788
+35,280
132
$991K 0.07%
6,567
-1,512
133
$980K 0.07%
60,170
+3,909
134
$970K 0.07%
31,510
135
$960K 0.07%
29,425
-266
136
$917K 0.07%
+70,130
137
$914K 0.07%
34,145
-35,797
138
$911K 0.07%
38,216
-2,700
139
$900K 0.06%
87,616
140
$886K 0.06%
12,419
141
$866K 0.06%
10,957
-5,933
142
$865K 0.06%
12,864
+5,220
143
$852K 0.06%
6,672
-3,522
144
$850K 0.06%
48,000
-580
145
$842K 0.06%
58,546
-62,417
146
$835K 0.06%
9,411
147
$827K 0.06%
5,264
-236
148
$806K 0.06%
45,450
149
$803K 0.06%
32,350
150
$803K 0.06%
16,370
4 5
6
7 8