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
176
$591K 0.04%
3,896
-500
177
$590K 0.04%
34,781
-1,244
178
$584K 0.04%
13,500
+8,400
179
$584K 0.04%
12,290
+6,711
180
$572K 0.04%
+36,187
181
$562K 0.04%
7,132
-2,414
182
$545K 0.04%
+1,405
183
$544K 0.04%
4,303
-500
184
$541K 0.04%
+6,821
185
$537K 0.04%
38,445
186
$523K 0.04%
85,344
-14,456
187
$515K 0.04%
18,203
+439
188
$514K 0.04%
+17,706
189
$510K 0.04%
6,550
+1,900
190
$505K 0.04%
3,122
+319
191
$498K 0.04%
21,272
-1,698
192
$491K 0.04%
1,980
+884
193
$478K 0.03%
+46,500
194
$473K 0.03%
6,176
-2,259
195
$469K 0.03%
6,186
+808
196
$465K 0.03%
4,595
+509
197
$464K 0.03%
22,680
+9,840
198
$458K 0.03%
4,400
-242
199
$458K 0.03%
13,618
+4,000
200
$451K 0.03%
5,098
6 7
8
9 10