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
176
$812K 0.05%
27,227
-2,508
177
$809K 0.05%
+15,000
178
$797K 0.04%
4,678
+434
179
$796K 0.04%
15,314
-4,026
180
$788K 0.04%
6,586
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181
$766K 0.04%
9,018
+856
182
$754K 0.04%
67,308
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183
$750K 0.04%
11,379
+1,121
184
$731K 0.04%
50,350
-80
185
$729K 0.04%
2,158
+47
186
$728K 0.04%
4,740
-498
187
$696K 0.04%
+17,340
188
$695K 0.04%
14,543
-6,753
189
$686K 0.04%
58,535
-145
190
$656K 0.04%
8,056
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191
$655K 0.04%
13,410
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192
$653K 0.04%
17,965
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193
$644K 0.04%
992
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194
$635K 0.04%
37,526
-7,314
195
$619K 0.03%
+64,678
196
$615K 0.03%
13,231
-327
197
$611K 0.03%
9,661
-21,708
198
$603K 0.03%
8,833
+10
199
$587K 0.03%
125,000
200
$581K 0.03%
34,422
-3,793
6 7
8
9 10