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
201
$384K 0.03%
+4,650
202
$375K 0.03%
15,219
-15,487
203
$372K 0.03%
10,106
-100
204
$371K 0.03%
5,856
-209
205
$369K 0.03%
3,248
206
$369K 0.03%
5,378
+1,550
207
$367K 0.03%
2,676
-75
208
$367K 0.03%
3,093
+418
209
$363K 0.03%
3,106
210
$356K 0.03%
9,600
211
$353K 0.03%
11,952
+3,525
212
$349K 0.03%
+12,840
213
$344K 0.03%
3,222
-1,093
214
$344K 0.03%
2,182
+648
215
$339K 0.02%
+11,066
216
$335K 0.02%
1,636
-48
217
$333K 0.02%
4,210
+1,708
218
$332K 0.02%
7,223
+394
219
$332K 0.02%
21,705
-585
220
$331K 0.02%
10,658
221
$328K 0.02%
45,133
222
$327K 0.02%
11,650
+4,785
223
$325K 0.02%
2,853
224
$325K 0.02%
+29,501
225
$310K 0.02%
2,987
-45
7 8
9
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