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
151
$802K 0.06%
+29,946
152
$801K 0.06%
15,950
153
$782K 0.06%
3,149
-351
154
$777K 0.06%
21,493
155
$776K 0.06%
12,528
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156
$754K 0.05%
9,674
+345
157
$754K 0.05%
15,878
+2,216
158
$749K 0.05%
2,931
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159
$749K 0.05%
18,910
+10,331
160
$735K 0.05%
5,382
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161
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4,917
+61
162
$714K 0.05%
31,461
163
$704K 0.05%
15,000
164
$704K 0.05%
12,752
+6,358
165
$667K 0.05%
22,315
+10,652
166
$657K 0.05%
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167
$635K 0.05%
60,000
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168
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5,795
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169
$628K 0.05%
48,723
170
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5,164
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171
$611K 0.04%
9,648
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172
$606K 0.04%
10,851
-2,129
173
$594K 0.04%
7,473
+3,263
174
$593K 0.04%
+15,340
175
$592K 0.04%
+32,238
5 6
7
8 9