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
126
$1.72M 0.09%
78,402
-5,977
127
$1.71M 0.09%
1,298
-166
128
$1.71M 0.09%
9,005
-90
129
$1.7M 0.09%
47,547
+4,088
130
$1.6M 0.09%
12,730
131
$1.59M 0.09%
38,770
+13,738
132
$1.59M 0.09%
76,549
+2,206
133
$1.58M 0.09%
112,063
+47,598
134
$1.5M 0.08%
12,872
+10,102
135
$1.49M 0.08%
158,094
+19,268
136
$1.48M 0.08%
+16,952
137
$1.48M 0.08%
65,475
+1,971
138
$1.47M 0.08%
8,509
-34
139
$1.45M 0.08%
16,083
-876
140
$1.44M 0.08%
11,974
-300
141
$1.44M 0.08%
48,000
142
$1.42M 0.08%
99,539
+58,003
143
$1.42M 0.08%
99,758
+260
144
$1.4M 0.08%
24,296
-98
145
$1.39M 0.08%
111,395
-4,800
146
$1.37M 0.07%
123,620
+77,550
147
$1.37M 0.07%
16,697
+1,924
148
$1.37M 0.07%
+44,689
149
$1.36M 0.07%
78,111
+67,759
150
$1.35M 0.07%
70,875
+48,101
4 5
6
7 8