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
151
$1.35M 0.07%
45,606
+810
152
$1.27M 0.07%
+26,048
153
$1.26M 0.07%
27,379
-3,463
154
$1.26M 0.07%
53,899
+38,049
155
$1.26M 0.07%
+48,424
156
$1.22M 0.07%
32,230
+10,180
157
$1.22M 0.07%
5,200
+1,000
158
$1.21M 0.07%
+44,631
159
$1.19M 0.06%
12,291
-416
160
$1.19M 0.06%
6,381
-922
161
$1.17M 0.06%
75,318
+370
162
$1.17M 0.06%
+18,661
163
$1.14M 0.06%
5,781
164
$1.13M 0.06%
21,296
+9,212
165
$1.1M 0.06%
32,693
-50,555
166
$1.08M 0.06%
35,863
-6,243
167
$1.06M 0.06%
84,677
+15,044
168
$1.06M 0.06%
+55,846
169
$1.05M 0.06%
8,956
-207,040
170
$1.04M 0.06%
8,000
-2,000
171
$1.04M 0.06%
+50,136
172
$1.04M 0.06%
57,314
+10,890
173
$1.04M 0.06%
19,340
-4,002
174
$1.02M 0.05%
6,933
+270
175
$1.01M 0.05%
80,919
-400
5 6
7
8 9