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
151
$889K 0.06%
747
+447
152
$857K 0.06%
+69,137
153
$840K 0.06%
+34,230
154
$827K 0.05%
5,539
+562
155
$824K 0.05%
20,888
-16,084
156
$819K 0.05%
14,697
-832
157
$813K 0.05%
15,235
+4,458
158
$790K 0.05%
74,721
-8,636
159
$780K 0.05%
37,465
-31,643
160
$762K 0.05%
8,830
+1,778
161
$753K 0.05%
9,085
+750
162
$752K 0.05%
20,834
+1,119
163
$747K 0.05%
9,411
-17
164
$738K 0.05%
24,873
+1,499
165
$713K 0.05%
13,322
+1,011
166
$690K 0.05%
9,012
+266
167
$672K 0.04%
5,429
+100
168
$672K 0.04%
251,960
-177,600
169
$660K 0.04%
2,951
+50
170
$649K 0.04%
25,800
+17,700
171
$640K 0.04%
27,786
+1,413
172
$636K 0.04%
22,050
-484
173
$635K 0.04%
8,823
-235
174
$628K 0.04%
5,730
+1,394
175
$627K 0.04%
60,900
5 6
7
8 9