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
126
$1.5M 0.08%
114,064
+14,306
127
$1.48M 0.08%
158,148
+54
128
$1.43M 0.08%
108,813
-3,250
129
$1.41M 0.08%
74,272
-2,277
130
$1.4M 0.08%
46,659
+1,053
131
$1.39M 0.08%
26,616
-763
132
$1.36M 0.08%
11,144
-1,586
133
$1.35M 0.08%
65,475
134
$1.35M 0.08%
12,850
-3,233
135
$1.35M 0.08%
11,300
-11,700
136
$1.35M 0.08%
+6,639
137
$1.32M 0.07%
32,861
-15,043
138
$1.31M 0.07%
13,102
+230
139
$1.3M 0.07%
90,046
+46
140
$1.28M 0.07%
107,681
-3,714
141
$1.28M 0.07%
11,691
-283
142
$1.27M 0.07%
8,151
-358
143
$1.25M 0.07%
80,203
+2,092
144
$1.2M 0.07%
72,658
+1,783
145
$1.2M 0.07%
11,915
+1,631
146
$1.19M 0.07%
13,623
-3,074
147
$1.18M 0.07%
54,318
+419
148
$1.16M 0.06%
6,161
-220
149
$1.16M 0.06%
11,000
-6,500
150
$1.14M 0.06%
30,330
-1,900
4 5
6
7 8