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
1
$98.6M 7.16%
1,785,178
-4,444
2
$62.9M 4.57%
1,418,673
+214,087
3
$46M 3.34%
2,533,922
-1,810,016
4
$44.8M 3.25%
1,591,349
+503,341
5
$43M 3.12%
302,985
+51,561
6
$41.8M 3.03%
425,969
+4,841
7
$31.8M 2.31%
301,961
+1,778
8
$30.8M 2.24%
285,594
+7,581
9
$30.6M 2.22%
747,706
+57,977
10
$30M 2.18%
747,276
+54,919
11
$28.2M 2.05%
582,430
+9,800
12
$27.5M 2%
1,085,201
+63,016
13
$27.4M 1.99%
436,665
+3,657
14
$26.6M 1.93%
245,624
-123,045
15
$26.2M 1.9%
711,985
+42,560
16
$25.6M 1.86%
484,871
+27,621
17
$24.7M 1.79%
72,436
-191
18
$23.5M 1.71%
313,531
+4,819
19
$23.1M 1.67%
588,462
-2,466
20
$22.8M 1.66%
452,079
-18,337
21
$21.9M 1.59%
717,684
+43,372
22
$21.3M 1.54%
570,940
-4,700
23
$19.1M 1.39%
369,826
+41,477
24
$17.9M 1.3%
143,826
+1,622
25
$17.5M 1.27%
120,995
+7,934
1
2 3 4 5