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
201
$451K 0.03%
+5,121
202
$444K 0.03%
+8,769
203
$433K 0.03%
+31,330
204
$431K 0.03%
5,547
+1,700
205
$430K 0.03%
5,655
-845
206
$422K 0.03%
3,426
+333
207
$420K 0.03%
17,256
-585
208
$418K 0.03%
8,244
-356
209
$412K 0.03%
7,896
-3,752
210
$407K 0.03%
15,306
211
$407K 0.03%
6,548
-5,471
212
$402K 0.03%
10,230
-3,427
213
$399K 0.03%
25,933
-3,561
214
$398K 0.03%
7,673
-1,036
215
$391K 0.03%
+18,386
216
$389K 0.03%
5,861
217
$383K 0.03%
+10,500
218
$383K 0.03%
4,500
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219
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10,106
220
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+6,632
221
$376K 0.03%
+25,042
222
$376K 0.03%
48,133
+3,000
223
$373K 0.03%
3,248
224
$368K 0.03%
9,600
225
$361K 0.03%
10,739
+81
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