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
176
$976K 0.05%
10,284
+2,316
177
$975K 0.05%
+31,114
178
$959K 0.05%
62,959
+6,152
179
$941K 0.05%
+35,280
180
$932K 0.05%
13,500
+30
181
$913K 0.05%
7,509
-1,680
182
$894K 0.05%
125,000
183
$892K 0.05%
29,735
+742
184
$873K 0.05%
14,758
+5,138
185
$849K 0.05%
15,090
-4,875
186
$813K 0.04%
20,308
-822
187
$802K 0.04%
5,238
+194
188
$792K 0.04%
+66,524
189
$788K 0.04%
12,458
+5,028
190
$786K 0.04%
38,215
191
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50,430
+5,010
192
$749K 0.04%
8,058
-1,384
193
$748K 0.04%
6,557
+2
194
$743K 0.04%
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195
$741K 0.04%
6,994
+2,970
196
$738K 0.04%
4,244
+88
197
$738K 0.04%
44,840
-3,299
198
$728K 0.04%
+58,680
199
$724K 0.04%
8,656
-19,191
200
$723K 0.04%
6,616
+4,668
6 7
8
9 10