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
$1.38B
AUM Growth
-$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$9.49M
3
+$7.32M
4
AGN
Allergan plc
AGN
+$4.77M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$3.83M

Top Sells

1
+$32.9M
2
+$21.3M
3
+$17.7M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$16M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.2M

Sector Composition

1 Consumer Staples 13.25%
2 Technology 12.91%
3 Healthcare 11.41%
4 Financials 11.14%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$524K 0.04%
37,508
+17,348
177
$509K 0.04%
99,800
+33,976
178
$509K 0.04%
38,445
179
$505K 0.04%
4,629
-876
180
$490K 0.04%
4,907
-2,812
181
$476K 0.03%
4,642
182
$463K 0.03%
8,709
-588
183
$463K 0.03%
7,644
+3,244
184
$449K 0.03%
2,803
-310
185
$447K 0.03%
6,500
+2,751
186
$445K 0.03%
4,825
187
$430K 0.03%
4,861
+1,168
188
$428K 0.03%
29,494
-98
189
$424K 0.03%
9,618
+3,118
190
$415K 0.03%
+19,417
191
$413K 0.03%
5,194
+1,651
192
$411K 0.03%
4,586
-278
193
$407K 0.03%
17,841
+225
194
$402K 0.03%
8,600
-2,854
195
$400K 0.03%
5,098
-133
196
$397K 0.03%
7,177
+2,212
197
$393K 0.03%
3,980
-531
198
$393K 0.03%
4,086
+1,923
199
$389K 0.03%
5,861
200
$389K 0.03%
15,306
-308
6 7
8
9 10