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
$1.53B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$8.34M
4
AGN
Allergan plc
AGN
+$7.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.08M

Top Sells

1
+$13.3M
2
+$8.59M
3
+$4.49M
4
BOI
Brookfield Mtge Opportunity Fd
BOI
+$2.66M
5
BIIB icon
Biogen
BIIB
+$2.58M

Sector Composition

1 Financials 12.98%
2 Healthcare 12.92%
3 Consumer Staples 10.73%
4 Technology 9.96%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.31M 0.09%
35,996
+1,961
127
$1.24M 0.08%
15,005
+2,731
128
$1.22M 0.08%
87,036
+67,390
129
$1.15M 0.08%
+987
130
$1.14M 0.07%
4,031
-9,109
131
$1.09M 0.07%
25,340
+5,000
132
$1.08M 0.07%
39,802
-26,300
133
$1.07M 0.07%
26,192
-1,622
134
$1.06M 0.07%
6,833
-1,444
135
$1.05M 0.07%
16,834
+3,772
136
$1.05M 0.07%
8,653
-556
137
$1.02M 0.07%
6,380
-100
138
$1.02M 0.07%
73,037
+2,659
139
$1.01M 0.07%
+62,928
140
$999K 0.07%
70,979
+6,921
141
$979K 0.06%
11,664
-1,003
142
$946K 0.06%
30,115
143
$904K 0.06%
70,529
-46,152
144
$904K 0.06%
75,000
-38,043
145
$903K 0.06%
6,734
+600
146
$899K 0.06%
+168,635
147
$898K 0.06%
38,216
148
$895K 0.06%
67,113
+11,137
149
$891K 0.06%
81,700
+13
150
$890K 0.06%
38,560
+4,654
4 5
6
7 8