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
201
$569K 0.03%
19,182
+2,376
202
$567K 0.03%
12,831
+1,650
203
$562K 0.03%
4,169
-368
204
$561K 0.03%
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205
$548K 0.03%
9,243
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206
$527K 0.03%
16,000
-64,000
207
$522K 0.03%
8,384
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208
$522K 0.03%
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-291
209
$521K 0.03%
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210
$499K 0.03%
26,086
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211
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+6,555
212
$492K 0.03%
12,817
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213
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214
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+6,924
215
$489K 0.03%
2,268
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216
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217
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3,373
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218
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36,851
219
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13,494
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220
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18,817
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221
$456K 0.03%
6,543
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222
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223
$454K 0.03%
9,286
-309
224
$444K 0.02%
6,580
-283
225
$440K 0.02%
2,195
-36
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9
10 11