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
151
$1.13M 0.06%
44,661
+30
152
$1.12M 0.06%
98,539
+42,200
153
$1.11M 0.06%
95,065
+10,388
154
$1.09M 0.06%
+7,289
155
$1.07M 0.06%
5,817
+36
156
$1.07M 0.06%
123,620
157
$1.06M 0.06%
18,897
-393,640
158
$1.05M 0.06%
16,555
+4,097
159
$1.05M 0.06%
19,298
+637
160
$1.04M 0.06%
7,076
+143
161
$1.02M 0.06%
55,630
-1,684
162
$1M 0.06%
+32,100
163
$976K 0.05%
+8,054
164
$965K 0.05%
81,657
+738
165
$965K 0.05%
31,284
-4,579
166
$957K 0.05%
+27,500
167
$935K 0.05%
6,792
-717
168
$899K 0.05%
5,434
-2,566
169
$897K 0.05%
9,475
-2,816
170
$880K 0.05%
16,796
-363,857
171
$874K 0.05%
35,280
172
$874K 0.05%
+21,000
173
$870K 0.05%
+54,544
174
$821K 0.05%
58,029
-4,930
175
$814K 0.05%
+8,932
5 6
7
8 9